Prospera Financial Services’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 | $819K | Buy |
6,179
+1,672
| +37% | +$222K | 0.02% | 722 |
|
|
2025
Q1 | $623K | Buy |
4,507
+233
| +5% | +$32.2K | 0.01% | 702 |
|
|
2024
Q4 | $516K | Buy |
+4,274
| New | +$516K | 0.01% | 735 |
|
|
2023
Q2 | – | Sell |
-6,856
| Closed | -$751K | – | 1025 |
|
|
2023
Q1 | $751K | Buy |
+6,856
| New | +$751K | 0.03% | 500 |
|
|
2022
Q2 | – | Sell |
-630
| Closed | -$83K | – | 1859 |
|
|
2022
Q1 | $83K | Buy |
+630
| New | +$83K | ﹤0.01% | 1173 |
|
|
2020
Q4 | – | Sell |
-445
| Closed | -$44K | – | 894 |
|
|
2020
Q3 | $44K | Buy |
+445
| New | +$44K | 0.02% | 662 |
|