PAMG
Patton Albertson Miller Group’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
32,961
+2,407
| +8% | +$319K | 0.57% | 64 |
|
|
2025
Q1 | $4.22M | Sell |
30,554
-16,377
| -35% | -$2.26M | 0.63% | 56 |
|
|
2024
Q4 | $5.67M | Buy |
46,931
+3,306
| +8% | +$399K | 0.76% | 54 |
|
|
2024
Q3 | $5.6M | Sell |
43,625
-3,389
| -7% | -$435K | 0.76% | 53 |
|
|
2024
Q2 | $5.22M | Buy |
47,014
+4,304
| +10% | +$478K | 0.74% | 54 |
|
|
2024
Q1 | $4.79M | Buy |
42,710
+9,053
| +27% | +$1.02M | 0.72% | 58 |
|
|
2023
Q4 | $3.71M | Buy |
33,657
+5,578
| +20% | +$615K | 0.62% | 63 |
|
|
2023
Q3 | $2.79M | Buy |
28,079
+3,874
| +16% | +$385K | 0.55% | 69 |
|
|
2023
Q2 | $2.66M | Buy |
24,205
+610
| +3% | +$67.1K | 0.51% | 71 |
|
|
2023
Q1 | $2.58M | Buy |
23,595
+1,474
| +7% | +$161K | 0.47% | 76 |
|
|
2022
Q4 | $2.6M | Sell |
22,121
-1,747
| -7% | -$205K | 0.48% | 70 |
|
|
2022
Q3 | $2.75M | Buy |
23,868
+991
| +4% | +$114K | 0.59% | 58 |
|
|
2022
Q2 | $2.9M | Buy |
22,877
+2,762
| +14% | +$350K | 0.59% | 62 |
|
|
2022
Q1 | $2.66M | Buy |
20,115
+590
| +3% | +$78K | 0.46% | 78 |
|
|
2021
Q4 | $2.33M | Buy |
19,525
+764
| +4% | +$91.3K | 0.38% | 85 |
|
|
2021
Q3 | $2.1M | Buy |
18,761
+413
| +2% | +$46.1K | 0.4% | 85 |
|
|
2021
Q2 | $2.38M | Buy |
18,348
+647
| +4% | +$83.9K | 0.54% | 68 |
|
|
2021
Q1 | $2.36M | Buy |
17,701
+329
| +2% | +$43.8K | 0.57% | 66 |
|
|
2020
Q4 | $2.1M | Sell |
17,372
-2,067
| -11% | -$249K | 0.5% | 69 |
|
|
2020
Q3 | $2.24M | Sell |
19,439
-935
| -5% | -$108K | 0.63% | 52 |
|
|
2020
Q2 | $2.19M | Buy |
20,374
+528
| +3% | +$56.8K | 0.64% | 48 |
|
|
2020
Q1 | $1.89M | Buy |
19,846
+978
| +5% | +$92.9K | 0.64% | 47 |
|
|
2019
Q4 | $2.45M | Buy |
18,868
+608
| +3% | +$78.9K | 0.64% | 44 |
|
|
2019
Q3 | $2.43M | Sell |
18,260
-838
| -4% | -$111K | 0.69% | 40 |
|
|
2019
Q2 | $2.47M | Buy |
19,098
+1,336
| +8% | +$173K | 0.71% | 38 |
|
|
2019
Q1 | $2.22M | Buy |
17,762
+316
| +2% | +$39.4K | 1.12% | 25 |
|
|
2018
Q4 | $2.08M | Sell |
17,446
-307
| -2% | -$36.5K | 1.11% | 16 |
|
|
2018
Q3 | $2.09M | Sell |
17,753
-311
| -2% | -$36.6K | 1.06% | 18 |
|
|
2018
Q2 | $1.87M | Sell |
18,064
-2,245
| -11% | -$233K | 0.94% | 28 |
|
|
2018
Q1 | $2.12M | Buy |
20,309
+80
| +0.4% | +$8.35K | 0.95% | 23 |
|
|
2017
Q4 | $2.21M | Sell |
20,229
-214
| -1% | -$23.4K | 0.9% | 29 |
|
|
2017
Q3 | $2.2M | Sell |
20,443
-263
| -1% | -$28.3K | 0.96% | 22 |
|
|
2017
Q2 | $2.22M | Sell |
20,706
-1,485
| -7% | -$159K | 0.98% | 21 |
|
|
2017
Q1 | $2.31M | Sell |
22,191
-1,498
| -6% | -$156K | 0.95% | 24 |
|
|
2016
Q4 | $2.33M | Sell |
23,689
-777
| -3% | -$76.6K | 1% | 22 |
|
|
2016
Q3 | $2.29M | Sell |
24,466
-1,755
| -7% | -$164K | 1.01% | 23 |
|
|
2016
Q2 | $2.6M | Sell |
26,221
-3,428
| -12% | -$340K | 1.16% | 21 |
|
|
2016
Q1 | $2.69M | Sell |
29,649
-727
| -2% | -$65.9K | 1.35% | 19 |
|
|
2015
Q4 | $2.44M | Buy |
30,376
+951
| +3% | +$76.3K | 1.22% | 25 |
|
|
2015
Q3 | $2.36M | Sell |
29,425
-3,220
| -10% | -$258K | 1.25% | 22 |
|
|
2015
Q2 | $2.44M | Buy |
32,645
+1,429
| +5% | +$107K | 1.06% | 40 |
|
|
2015
Q1 | $2.52M | Buy |
31,216
+6,263
| +25% | +$505K | 1.02% | 40 |
|
|
2014
Q4 | $2.16M | Buy |
24,953
+11,515
| +86% | +$994K | 1% | 37 |
|
|
2014
Q3 | $1.01M | Buy |
13,438
+3,536
| +36% | +$267K | 0.53% | 70 |
|
|
2014
Q2 | $770K | Buy |
9,902
+6,138
| +163% | +$477K | 0.39% | 86 |
|
|
2014
Q1 | $280K | Buy |
+3,764
| New | +$280K | 0.15% | 140 |
|