Quantum Financial Advisors’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 | $259K | Buy |
1,958
+8
| +0.4% | +$1.06K | 0.04% | 150 |
|
|
2025
Q1 | $270K | Buy |
1,950
+146
| +8% | +$20.2K | 0.04% | 133 |
|
|
2024
Q4 | $218K | Sell |
1,804
-145
| -7% | -$17.5K | 0.03% | 168 |
|
|
2024
Q3 | $250K | Hold |
1,949
| – | – | 0.04% | 144 |
|
|
2024
Q2 | $216K | Hold |
1,949
| – | – | 0.04% | 153 |
|
|
2024
Q1 | $219K | Sell |
1,949
-14
| -0.7% | -$1.57K | 0.04% | 159 |
|
|
2023
Q4 | $216K | Buy |
+1,963
| New | +$216K | 0.05% | 109 |
|
|
2023
Q3 | – | Sell |
-1,931
| Closed | -$212K | – | 119 |
|
|
2023
Q2 | $212K | Hold |
1,931
| – | – | 0.06% | 95 |
|
|
2023
Q1 | $212K | Hold |
1,931
| – | – | 0.07% | 90 |
|
|
2022
Q4 | $227K | Buy |
1,931
+5
| +0.3% | +$588 | 0.1% | 76 |
|
|
2022
Q3 | $222K | Buy |
1,926
+1
| +0.1% | +$115 | 0.1% | 70 |
|
|
2022
Q2 | $255K | Buy |
+1,925
| New | +$255K | 0.1% | 73 |
|