Richardson Financial Services’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 | $189K | Sell |
1,425
-20
| -1% | -$2.65K | 0.13% | 153 |
|
|
2025
Q1 | $200K | Hold |
1,445
| – | – | 0.15% | 140 |
|
|
2024
Q4 | $174K | Sell |
1,445
-190
| -12% | -$22.9K | 0.12% | 151 |
|
|
2024
Q3 | $182K | Hold |
1,635
| – | – | 0.12% | 156 |
|
|
2024
Q2 | $182K | Sell |
1,635
-145
| -8% | -$16.1K | 0.13% | 145 |
|
|
2024
Q1 | $200K | Buy |
1,780
+165
| +10% | +$18.5K | 0.14% | 144 |
|
|
2023
Q4 | $178K | Buy |
+1,615
| New | +$178K | 0.16% | 135 |
|