Raymond James & Associates’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $40.9M | Sell |
318,417
-379
| -0.1% | -$48.7K | 0.02% | 510 |
|
2024
Q2 | $35.4M | Sell |
318,796
-14,970
| -4% | -$1.66M | 0.02% | 531 |
|
2024
Q1 | $37.4M | Buy |
333,766
+124,278
| +59% | +$13.9M | 0.03% | 498 |
|
2023
Q4 | $23.1M | Buy |
209,488
+12,871
| +7% | +$1.42M | 0.02% | 673 |
|
2023
Q3 | $19.5M | Buy |
196,617
+14,040
| +8% | +$1.39M | 0.02% | 692 |
|
2023
Q2 | $20.1M | Sell |
182,577
-7,291
| -4% | -$802K | 0.02% | 687 |
|
2023
Q1 | $20.8M | Sell |
189,868
-13,494
| -7% | -$1.48M | 0.02% | 666 |
|
2022
Q4 | $23.9M | Sell |
203,362
-695
| -0.3% | -$81.7K | 0.02% | 593 |
|
2022
Q3 | $23.5M | Buy |
204,057
+13,194
| +7% | +$1.52M | 0.02% | 551 |
|
2022
Q2 | $24.2M | Buy |
190,863
+18,905
| +11% | +$2.4M | 0.02% | 550 |
|
2022
Q1 | $22.7M | Sell |
171,958
-3,384
| -2% | -$447K | 0.02% | 634 |
|
2021
Q4 | $21M | Sell |
175,342
-2,455
| -1% | -$293K | 0.02% | 722 |
|
2021
Q3 | $19.9M | Sell |
177,797
-22,823
| -11% | -$2.55M | 0.02% | 710 |
|
2021
Q2 | $22.1M | Sell |
200,620
-25,150
| -11% | -$2.77M | 0.02% | 667 |
|
2021
Q1 | $25.6M | Sell |
225,770
-7,604
| -3% | -$862K | 0.03% | 555 |
|
2020
Q4 | $24.1M | Buy |
233,374
+32,120
| +16% | +$3.32M | 0.03% | 535 |
|
2020
Q3 | $19.7M | Sell |
201,254
-38,151
| -16% | -$3.74M | 0.02% | 546 |
|
2020
Q2 | $21.9M | Buy |
239,405
+34,580
| +17% | +$3.16M | 0.03% | 485 |
|
2020
Q1 | $16.6M | Buy |
204,825
+8,810
| +4% | +$712K | 0.03% | 528 |
|
2019
Q4 | $21.7M | Buy |
196,015
+19,780
| +11% | +$2.19M | 0.03% | 545 |
|
2019
Q3 | $19.9M | Sell |
176,235
-4,327
| -2% | -$490K | 0.03% | 542 |
|
2019
Q2 | $19.7M | Buy |
180,562
+8,224
| +5% | +$895K | 0.03% | 542 |
|
2019
Q1 | $18.3M | Buy |
172,338
+3,400
| +2% | +$361K | 0.03% | 552 |
|
2018
Q4 | $15.9M | Buy |
168,938
+21,481
| +15% | +$2.02M | 0.03% | 557 |
|
2018
Q3 | $13.7M | Sell |
147,457
-1,041
| -0.7% | -$96.7K | 0.02% | 683 |
|
2018
Q2 | $13.1M | Buy |
148,498
+11,038
| +8% | +$974K | 0.02% | 680 |
|
2018
Q1 | $12.2M | Sell |
137,460
-2,453
| -2% | -$218K | 0.02% | 678 |
|
2017
Q4 | $13M | Buy |
139,913
+68,486
| +96% | +$6.38M | 0.02% | 641 |
|
2017
Q3 | $6.53M | Buy |
71,427
+3,508
| +5% | +$321K | 0.01% | 949 |
|
2017
Q2 | $6.12M | Sell |
67,919
-4,226
| -6% | -$380K | 0.01% | 953 |
|
2017
Q1 | $6.27M | Sell |
72,145
-12,350
| -15% | -$1.07M | 0.01% | 915 |
|
2016
Q4 | $7.08M | Sell |
84,495
-14,338
| -15% | -$1.2M | 0.02% | 809 |
|
2016
Q3 | $7.88M | Buy |
98,833
+3,798
| +4% | +$303K | 0.02% | 721 |
|
2016
Q2 | $8.02M | Sell |
95,035
-6,342
| -6% | -$535K | 0.03% | 644 |
|
2016
Q1 | $7.82M | Buy |
101,377
+23,019
| +29% | +$1.78M | 0.03% | 610 |
|
2015
Q4 | $5.35M | Buy |
78,358
+16,161
| +26% | +$1.1M | 0.02% | 777 |
|
2015
Q3 | $4.25M | Sell |
62,197
-16,078
| -21% | -$1.1M | 0.02% | 826 |
|
2015
Q2 | $4.97M | Buy |
78,275
+1,640
| +2% | +$104K | 0.02% | 820 |
|
2015
Q1 | $5.26M | Buy |
76,635
+12,766
| +20% | +$877K | 0.02% | 719 |
|
2014
Q4 | $4.7M | Buy |
63,869
+26,739
| +72% | +$1.97M | 0.02% | 710 |
|
2014
Q3 | $2.4M | Buy |
37,130
+568
| +2% | +$36.8K | 0.01% | 1012 |
|
2014
Q2 | $2.42M | Buy |
36,562
+6,461
| +21% | +$428K | 0.01% | 986 |
|
2014
Q1 | $1.9M | Buy |
30,101
+9,770
| +48% | +$618K | 0.01% | 1064 |
|
2013
Q4 | $1.15M | Buy |
20,331
+217
| +1% | +$12.3K | 0.01% | 1251 |
|
2013
Q3 | $1.13M | Buy |
20,114
+1,463
| +8% | +$82.1K | 0.01% | 1186 |
|
2013
Q2 | $1.06M | Buy |
+18,651
| New | +$1.06M | 0.01% | 1138 |
|