Rise 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 | $30.9K | Buy |
233
+1
| +0.4% | +$133 | 0.01% | 332 |
|
|
2025
Q1 | $32K | Sell |
232
-48
| -17% | -$6.62K | 0.01% | 311 |
|
|
2024
Q4 | $33.8K | Buy |
280
+2
| +0.7% | +$241 | 0.02% | 342 |
|
|
2024
Q3 | $35.7K | Buy |
278
+3
| +1% | +$385 | 0.02% | 330 |
|
|
2024
Q2 | $30.6K | Buy |
275
+2
| +0.7% | +$222 | 0.02% | 363 |
|
|
2024
Q1 | $30.6K | Buy |
273
+129
| +90% | +$14.4K | 0.02% | 375 |
|
|
2023
Q4 | $15.9K | Buy |
144
+1
| +0.7% | +$111 | 0.01% | 272 |
|
|
2023
Q3 | $14.2K | Buy |
143
+1
| +0.7% | +$99 | 0.01% | 273 |
|
|
2023
Q2 | $15.6K | Buy |
142
+1
| +0.7% | +$110 | 0.01% | 273 |
|
|
2023
Q1 | $15.4K | Buy |
141
+2
| +1% | +$218 | 0.01% | 292 |
|
|
2022
Q4 | $16.4K | Buy |
139
+1
| +0.7% | +$118 | 0.01% | 273 |
|
|
2022
Q3 | $16K | Buy |
138
+1
| +0.7% | +$116 | 0.01% | 272 |
|
|
2022
Q2 | $17K | Buy |
137
+1
| +0.7% | +$124 | 0.02% | 259 |
|
|
2022
Q1 | $18K | Buy |
136
+1
| +0.7% | +$132 | 0.02% | 251 |
|
|
2021
Q4 | $16.2K | Buy |
+135
| New | +$16.2K | 0.02% | 270 |
|