Redwood Wealth Management Group’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $333K | Hold |
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|
2025
Q2 | $312K | Sell |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $285K | Buy |
|
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|
2024
Q3 | $301K | Hold |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $397K | Sell |
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|
2023
Q3 | $371K | Buy |
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|
2023
Q2 | $410K | Hold |
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|
2023
Q1 | $408K | Hold |
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|
2022
Q4 | $438K | Buy |
|