RIS
Retirement Income Solutions’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Sell |
2,365
-663
| -22% | -$87.8K | 0.06% | 117 |
|
|
2025
Q1 | $419K | Buy |
3,028
+45
| +2% | +$6.22K | 0.09% | 84 |
|
|
2024
Q4 | $360K | Buy |
2,983
+26
| +0.9% | +$3.14K | 0.07% | 93 |
|
|
2024
Q3 | $380K | Buy |
2,957
+45
| +2% | +$5.78K | 0.09% | 87 |
|
|
2024
Q2 | $323K | Buy |
2,912
+185
| +7% | +$20.5K | 0.08% | 96 |
|
|
2024
Q1 | $306K | Sell |
2,727
-36
| -1% | -$4.04K | 0.07% | 107 |
|
|
2023
Q4 | $305K | Buy |
2,763
+46
| +2% | +$5.07K | 0.08% | 103 |
|
|
2023
Q3 | $270K | Buy |
2,717
+682
| +34% | +$67.7K | 0.08% | 102 |
|
|
2023
Q2 | $224K | Sell |
2,035
-770
| -27% | -$84.7K | 0.06% | 126 |
|
|
2023
Q1 | $307K | Buy |
2,805
+217
| +8% | +$23.8K | 0.09% | 102 |
|
|
2022
Q4 | $304K | Sell |
2,588
-136
| -5% | -$16K | 0.1% | 94 |
|
|
2022
Q3 | $353K | Buy |
2,724
+192
| +8% | +$24.9K | 0.13% | 78 |
|
|
2022
Q2 | $321K | Buy |
2,532
+34
| +1% | +$4.31K | 0.11% | 84 |
|
|
2022
Q1 | $330K | Buy |
2,498
+158
| +7% | +$20.9K | 0.09% | 84 |
|
|
2021
Q4 | $280K | Sell |
2,340
-739
| -24% | -$88.4K | 0.07% | 96 |
|
|
2021
Q3 | $344K | Buy |
3,079
+45
| +1% | +$5.03K | 0.12% | 75 |
|
|
2021
Q2 | $393K | Sell |
3,034
-384
| -11% | -$49.7K | 0.13% | 68 |
|
|
2021
Q1 | $455K | Buy |
3,418
+44
| +1% | +$5.86K | 0.16% | 65 |
|
|
2020
Q4 | $423K | Buy |
3,374
+466
| +16% | +$58.4K | 0.15% | 64 |
|
|
2020
Q3 | $335K | Buy |
2,908
+43
| +2% | +$4.95K | 0.15% | 64 |
|
|
2020
Q2 | $308K | Buy |
+2,865
| New | +$308K | 0.13% | 64 |
|
|
2019
Q4 | – | Sell |
-2,740
| Closed | -$364K | – | 79 |
|
|
2019
Q3 | $364K | Buy |
2,740
+34
| +1% | +$4.52K | 0.19% | 51 |
|
|
2019
Q2 | $346K | Buy |
2,706
+38
| +1% | +$4.86K | 0.18% | 50 |
|
|
2019
Q1 | $333K | Buy |
2,668
+38
| +1% | +$4.74K | 0.19% | 51 |
|
|
2018
Q4 | $290K | Buy |
2,630
+39
| +2% | +$4.3K | 0.19% | 50 |
|
|
2018
Q3 | $283K | Buy |
2,591
+38
| +1% | +$4.15K | 0.16% | 54 |
|
|
2018
Q2 | $265K | Buy |
2,553
+42
| +2% | +$4.36K | 0.16% | 56 |
|
|
2018
Q1 | $262K | Buy |
+2,511
| New | +$262K | 0.16% | 53 |
|