Regal Investment Advisors’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 | $320K | Buy |
2,417
+2
| +0.1% | +$265 | 0.02% | 413 |
|
|
2025
Q1 | $334K | Buy |
2,415
+285
| +13% | +$39.4K | 0.03% | 382 |
|
|
2024
Q4 | $257K | Buy |
2,130
+17
| +0.8% | +$2.05K | 0.02% | 437 |
|
|
2024
Q3 | $271K | Sell |
2,113
-16
| -0.8% | -$2.05K | 0.02% | 468 |
|
|
2024
Q2 | $236K | Sell |
2,129
-113
| -5% | -$12.5K | 0.02% | 504 |
|
|
2024
Q1 | $251K | Buy |
2,242
+109
| +5% | +$12.2K | 0.02% | 498 |
|
|
2023
Q4 | $235K | Sell |
2,133
-23
| -1% | -$2.54K | 0.02% | 472 |
|
|
2023
Q3 | $214K | Buy |
2,156
+7
| +0.3% | +$695 | 0.02% | 453 |
|
|
2023
Q2 | $236K | Sell |
2,149
-97
| -4% | -$10.7K | 0.02% | 453 |
|
|
2023
Q1 | $246K | Sell |
2,246
-55
| -2% | -$6.03K | 0.02% | 438 |
|
|
2022
Q4 | $270K | Sell |
2,301
-437
| -16% | -$51.4K | 0.03% | 402 |
|
|
2022
Q3 | $315K | Sell |
2,738
-244
| -8% | -$28.1K | 0.03% | 354 |
|
|
2022
Q2 | $378K | Buy |
2,982
+2
| +0.1% | +$254 | 0.04% | 330 |
|
|
2022
Q1 | $394K | Buy |
2,980
+3
| +0.1% | +$397 | 0.04% | 350 |
|
|
2021
Q4 | $356K | Buy |
2,977
+4
| +0.1% | +$478 | 0.03% | 390 |
|
|
2021
Q3 | $332K | Sell |
2,973
-664
| -18% | -$74.2K | 0.03% | 396 |
|
|
2021
Q2 | $401K | Buy |
+3,637
| New | +$401K | 0.04% | 362 |
|
|
2021
Q1 | – | Sell |
-3,498
| Closed | -$361K | – | 118 |
|
|
2020
Q4 | $361K | Buy |
+3,498
| New | +$361K | 0.04% | 327 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$332K | – | 84 |
|
|
2019
Q4 | $332K | Buy |
3,000
+3
| +0.1% | +$332 | 0.06% | 248 |
|
|
2019
Q3 | $339K | Buy |
2,997
+707
| +31% | +$80K | 0.07% | 232 |
|
|
2019
Q2 | $249K | Buy |
2,290
+2
| +0.1% | +$217 | 0.05% | 275 |
|
|
2019
Q1 | $243K | Sell |
2,288
-1,403
| -38% | -$149K | 0.05% | 265 |
|
|
2018
Q4 | $346K | Buy |
3,691
+797
| +28% | +$74.7K | 0.08% | 221 |
|
|
2018
Q3 | $269K | Buy |
2,894
+597
| +26% | +$55.5K | 0.06% | 257 |
|
|
2018
Q2 | $203K | Sell |
2,297
-215
| -9% | -$19K | 0.06% | 245 |
|
|
2018
Q1 | $223K | Buy |
+2,512
| New | +$223K | 0.05% | 272 |
|
|
2017
Q4 | – | Sell |
-2,473
| Closed | -$226K | – | 292 |
|
|
2017
Q3 | $226K | Sell |
2,473
-101
| -4% | -$9.23K | 0.05% | 249 |
|
|
2017
Q2 | $232K | Sell |
2,574
-25
| -1% | -$2.25K | 0.06% | 236 |
|
|
2017
Q1 | $226K | Buy |
2,599
+8
| +0.3% | +$696 | 0.06% | 239 |
|
|
2016
Q4 | $217K | Sell |
2,591
-312
| -11% | -$26.1K | 0.06% | 230 |
|
|
2016
Q3 | $231K | Sell |
2,903
-65
| -2% | -$5.17K | 0.07% | 238 |
|
|
2016
Q2 | $250K | Sell |
2,968
-933
| -24% | -$78.6K | 0.07% | 220 |
|
|
2016
Q1 | $301K | Buy |
3,901
+115
| +3% | +$8.87K | 0.08% | 199 |
|
|
2015
Q4 | $258K | Buy |
3,786
+2
| +0.1% | +$136 | 0.07% | 216 |
|
|
2015
Q3 | $258K | Buy |
3,784
+825
| +28% | +$56.3K | 0.07% | 207 |
|
|
2015
Q2 | $187K | Buy |
2,959
+47
| +2% | +$2.97K | 0.05% | 254 |
|
|
2015
Q1 | $200K | Sell |
2,912
-34
| -1% | -$2.34K | 0.05% | 254 |
|
|
2014
Q4 | $217K | Buy |
2,946
+481
| +20% | +$35.4K | 0.06% | 216 |
|
|
2014
Q3 | $160K | Sell |
2,465
-120
| -5% | -$7.79K | 0.05% | 245 |
|
|
2014
Q2 | $171K | Buy |
2,585
+1,274
| +97% | +$84.3K | 0.06% | 214 |
|
|
2014
Q1 | $83K | Buy |
1,311
+607
| +86% | +$38.4K | 0.04% | 284 |
|
|
2013
Q4 | $40K | Sell |
704
-1,829
| -72% | -$104K | 0.02% | 324 |
|
|
2013
Q3 | $142K | Sell |
2,533
-25
| -1% | -$1.4K | 0.08% | 204 |
|
|
2013
Q2 | $147K | Buy |
+2,558
| New | +$147K | 0.08% | 186 |
|