Regal Investment Advisors’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
Q2 | $320K | Buy |
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|
2025
Q1 | $334K | Buy |
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|
2024
Q4 | $257K | Buy |
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|
2024
Q3 | $271K | Sell |
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|
2024
Q2 | $236K | Sell |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $235K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $246K | Sell |
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|
2022
Q4 | $270K | Sell |
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|
2022
Q3 | $315K | Sell |
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|
2022
Q2 | $378K | Buy |
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|
2022
Q1 | $394K | Buy |
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|
2021
Q4 | $356K | Buy |
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|
2021
Q3 | $332K | Sell |
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|
2021
Q2 | $401K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $361K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $332K | Buy |
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|
2019
Q3 | $339K | Buy |
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|
2019
Q2 | $249K | Buy |
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|
2019
Q1 | $243K | Sell |
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|
2018
Q4 | $346K | Buy |
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|
2018
Q3 | $269K | Buy |
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|
2018
Q2 | $203K | Sell |
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|
2018
Q1 | $223K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $226K | Sell |
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|
2017
Q2 | $232K | Sell |
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|
2017
Q1 | $226K | Buy |
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|
2016
Q4 | $217K | Sell |
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|
2016
Q3 | $231K | Sell |
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|
2016
Q2 | $250K | Sell |
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|
2016
Q1 | $301K | Buy |
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|
2015
Q4 | $258K | Buy |
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|
2015
Q3 | $258K | Buy |
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|
2015
Q2 | $187K | Buy |
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|
2015
Q1 | $200K | Sell |
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|
2014
Q4 | $217K | Buy |
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|
2014
Q3 | $160K | Sell |
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|
2014
Q2 | $171K | Buy |
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|
2014
Q1 | $83K | Buy |
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|
2013
Q4 | $40K | Sell |
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|
2013
Q3 | $142K | Sell |
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|
2013
Q2 | $147K | Buy |
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