Redwood Wealth Management Group’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 | $312K | Sell |
2,352
-15
| -0.6% | -$1.99K | 0.14% | 130 |
|
|
2025
Q1 | $327K | Buy |
2,367
+10
| +0.4% | +$1.38K | 0.17% | 115 |
|
|
2024
Q4 | $285K | Buy |
2,357
+10
| +0.4% | +$1.21K | 0.14% | 130 |
|
|
2024
Q3 | $301K | Hold |
2,347
| – | – | 0.15% | 128 |
|
|
2024
Q2 | $261K | Sell |
2,347
-1,250
| -35% | -$139K | 0.2% | 100 |
|
|
2024
Q1 | $403K | Hold |
3,597
| – | – | 0.43% | 69 |
|
|
2023
Q4 | $397K | Sell |
3,597
-140
| -4% | -$15.4K | 0.44% | 70 |
|
|
2023
Q3 | $371K | Buy |
3,737
+10
| +0.3% | +$993 | 0.43% | 72 |
|
|
2023
Q2 | $410K | Hold |
3,727
| – | – | 0.45% | 68 |
|
|
2023
Q1 | $408K | Hold |
3,727
| – | – | 0.46% | 64 |
|
|
2022
Q4 | $438K | Buy |
+3,727
| New | +$438K | 0.55% | 48 |
|