Personal CFO Solutions’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $230K | Sell |
1,739
-28
| -2% | -$3.71K | 0.04% | 425 |
|
|
2025
Q1 | $244K | Sell |
1,767
-151
| -8% | -$20.9K | 0.05% | 377 |
|
|
2024
Q4 | $232K | Buy |
1,918
+48
| +3% | +$5.8K | 0.05% | 400 |
|
|
2024
Q3 | $240K | Sell |
1,870
-173
| -8% | -$22.2K | 0.03% | 484 |
|
|
2024
Q2 | $227K | Sell |
2,043
-9
| -0.4% | -$999 | 0.03% | 466 |
|
|
2024
Q1 | $230K | Buy |
2,052
+52
| +3% | +$5.83K | 0.04% | 484 |
|
|
2023
Q4 | $221K | Buy |
+2,000
| New | +$221K | 0.04% | 461 |
|
|
2023
Q3 | – | Sell |
-1,827
| Closed | -$201K | – | 469 |
|
|
2023
Q2 | $201K | Sell |
1,827
-33
| -2% | -$3.63K | 0.04% | 445 |
|
|
2023
Q1 | $204K | Buy |
+1,860
| New | +$204K | 0.04% | 444 |
|
|
2022
Q3 | – | Sell |
-2,794
| Closed | -$354K | – | 428 |
|
|
2022
Q2 | $354K | Sell |
2,794
-45
| -2% | -$5.7K | 0.08% | 231 |
|
|
2022
Q1 | $375K | Buy |
+2,839
| New | +$375K | 0.07% | 260 |
|
|
2021
Q4 | – | Sell |
-2,929
| Closed | -$327K | – | 482 |
|
|
2021
Q3 | $327K | Sell |
2,929
-68
| -2% | -$7.59K | 0.07% | 266 |
|
|
2021
Q2 | $331K | Sell |
2,997
-23
| -0.8% | -$2.54K | 0.07% | 261 |
|
|
2021
Q1 | $342K | Sell |
3,020
-969
| -24% | -$110K | 0.07% | 225 |
|
|
2020
Q4 | $412K | Buy |
3,989
+47
| +1% | +$4.85K | 0.1% | 193 |
|
|
2020
Q3 | $0 | Buy |
+3,942
| New | – | ﹤0.01% | 189 |
|