Raymond James Financial Services Advisors’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 | $5.58M | Sell |
43,440
-1,537
| -3% | -$197K | 0.01% | 1161 |
|
|
2024
Q2 | $4.99M | Sell |
44,977
-410
| -0.9% | -$45.5K | 0.01% | 1163 |
|
|
2024
Q1 | $5.09M | Sell |
45,387
-2,411
| -5% | -$270K | 0.01% | 1131 |
|
|
2023
Q4 | $5.27M | Buy |
47,798
+1,891
| +4% | +$209K | 0.01% | 1062 |
|
|
2023
Q3 | $4.56M | Sell |
45,907
-1,741
| -4% | -$173K | 0.01% | 1055 |
|
|
2023
Q2 | $5.24M | Buy |
47,648
+472
| +1% | +$51.9K | 0.01% | 978 |
|
|
2023
Q1 | $5.17M | Buy |
47,176
+2,050
| +5% | +$225K | 0.01% | 980 |
|
|
2022
Q4 | $5.3M | Buy |
45,126
+475
| +1% | +$55.8K | 0.01% | 924 |
|
|
2022
Q3 | $5.14M | Sell |
44,651
-1,478
| -3% | -$170K | 0.01% | 900 |
|
|
2022
Q2 | $5.85M | Sell |
46,129
-5,584
| -11% | -$708K | 0.01% | 861 |
|
|
2022
Q1 | $6.84M | Buy |
51,713
+9,369
| +22% | +$1.24M | 0.01% | 848 |
|
|
2021
Q4 | $5.06M | Buy |
42,344
+665
| +2% | +$79.5K | 0.01% | 1000 |
|
|
2021
Q3 | $4.66M | Sell |
41,679
-24,737
| -37% | -$2.76M | 0.01% | 1017 |
|
|
2021
Q2 | $7.33M | Buy |
66,416
+18,572
| +39% | +$2.05M | 0.01% | 796 |
|
|
2021
Q1 | $5.42M | Buy |
47,844
+1,191
| +3% | +$135K | 0.01% | 869 |
|
|
2020
Q4 | $4.82M | Sell |
46,653
-2,220
| -5% | -$229K | 0.01% | 852 |
|
|
2020
Q3 | $4.79M | Sell |
48,873
-2,263
| -4% | -$222K | 0.01% | 778 |
|
|
2020
Q2 | $4.68M | Sell |
51,136
-844
| -2% | -$77.2K | 0.01% | 725 |
|
|
2020
Q1 | $4.2M | Buy |
51,980
+976
| +2% | +$78.9K | 0.02% | 583 |
|
|
2019
Q4 | $5.64M | Buy |
51,004
+5,636
| +12% | +$623K | 0.02% | 685 |
|
|
2019
Q3 | $5.13M | Buy |
45,368
+1,754
| +4% | +$198K | 0.02% | 684 |
|
|
2019
Q2 | $4.75M | Buy |
43,614
+7,425
| +21% | +$808K | 0.02% | 702 |
|
|
2019
Q1 | $3.84M | Sell |
36,189
-8,349
| -19% | -$886K | 0.02% | 756 |
|
|
2018
Q4 | $4.18M | Buy |
44,538
+3,857
| +9% | +$362K | 0.02% | 600 |
|
|
2018
Q3 | $3.78M | Buy |
40,681
+898
| +2% | +$83.4K | 0.02% | 761 |
|
|
2018
Q2 | $3.51M | Buy |
+39,783
| New | +$3.51M | 0.02% | 751 |
|
|
2018
Q1 | – | Sell |
-42,151
| Closed | -$3.93M | – | 2542 |
|
|
2017
Q4 | $3.93M | Sell |
42,151
-456
| -1% | -$42.5K | 0.02% | 633 |
|
|
2017
Q3 | $3.89M | Buy |
42,607
+1,392
| +3% | +$127K | 0.02% | 631 |
|
|
2017
Q2 | $3.71M | Buy |
41,215
+6,483
| +19% | +$584K | 0.03% | 627 |
|
|
2017
Q1 | $3.02M | Buy |
34,732
+122
| +0.4% | +$10.6K | 0.02% | 652 |
|
|
2016
Q4 | $2.9M | Buy |
34,610
+1,211
| +4% | +$102K | 0.02% | 625 |
|
|
2016
Q3 | $2.66M | Buy |
33,399
+4,278
| +15% | +$341K | 0.02% | 643 |
|
|
2016
Q2 | $2.46M | Buy |
29,121
+4,265
| +17% | +$360K | 0.02% | 644 |
|
|
2016
Q1 | $1.92M | Buy |
24,856
+948
| +4% | +$73.2K | 0.02% | 644 |
|
|
2015
Q4 | $1.63M | Buy |
23,908
+7,580
| +46% | +$517K | 0.02% | 724 |
|
|
2015
Q3 | $1.12M | Buy |
+16,328
| New | +$1.12M | 0.02% | 739 |
|
|
2015
Q2 | – | Sell |
-14,617
| Closed | -$1M | – | 640 |
|
|
2015
Q1 | $1M | Buy |
14,617
+183
| +1% | +$12.6K | 0.05% | 349 |
|
|
2014
Q4 | $1.06M | Sell |
14,434
-105
| -0.7% | -$7.72K | 0.05% | 334 |
|
|
2014
Q3 | $941K | Buy |
14,539
+1,002
| +7% | +$64.9K | 0.05% | 360 |
|
|
2014
Q2 | $897K | Buy |
13,537
+408
| +3% | +$27K | 0.05% | 345 |
|
|
2014
Q1 | $830K | Sell |
13,129
-636
| -5% | -$40.2K | 0.05% | 366 |
|
|
2013
Q4 | $778K | Buy |
13,765
+1,755
| +15% | +$99.2K | 0.05% | 359 |
|
|
2013
Q3 | $674K | Sell |
12,010
-21,517
| -64% | -$1.21M | 0.04% | 369 |
|
|
2013
Q2 | $1.91M | Buy |
+33,527
| New | +$1.91M | 0.06% | 394 |
|