Ridgewood Investments’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 | $36.6K | Hold |
276
| – | – | 0.02% | 376 |
|
2025
Q1 | $38.2K | Hold |
276
| – | – | 0.02% | 349 |
|
2024
Q4 | $33.3K | Hold |
276
| – | – | 0.02% | 372 |
|
2024
Q3 | $35.4K | Sell |
276
-1
| -0.4% | -$128 | 0.02% | 362 |
|
2024
Q2 | $30.7K | Buy |
+277
| New | +$30.7K | 0.02% | 392 |
|
2023
Q3 | – | Sell |
-272
| Closed | -$30K | – | 322 |
|
2023
Q2 | $30K | Sell |
272
-68
| -20% | -$7.49K | 0.02% | 402 |
|
2023
Q1 | $37.2K | Buy |
+340
| New | +$37.2K | 0.02% | 384 |
|