Riverview Trust Company’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 | $139K | Hold |
1,053
| – | – | 0.17% | 76 |
|
|
2025
Q1 | $146K | Hold |
1,053
| – | – | 0.14% | 121 |
|
|
2024
Q4 | $127K | Hold |
1,053
| – | – | 0.12% | 132 |
|
|
2024
Q3 | $135K | Hold |
1,053
| – | – | 0.12% | 129 |
|
|
2024
Q2 | $117K | Sell |
1,053
-322
| -23% | -$35.7K | 0.11% | 138 |
|
|
2024
Q1 | $154K | Buy |
+1,375
| New | +$154K | 0.12% | 123 |
|
|
2023
Q4 | – | Sell |
-1,886
| Closed | -$187K | – | 240 |
|
|
2023
Q3 | $187K | Hold |
1,886
| – | – | 0.17% | 97 |
|
|
2023
Q2 | $207K | Hold |
1,886
| – | – | 0.19% | 83 |
|
|
2023
Q1 | $207K | Buy |
1,886
+125
| +7% | +$13.7K | 0.19% | 87 |
|
|
2022
Q4 | $207K | Sell |
1,761
-99
| -5% | -$11.6K | 0.2% | 90 |
|
|
2022
Q3 | $214K | Buy |
1,860
+99
| +6% | +$11.4K | 0.21% | 82 |
|
|
2022
Q2 | $223K | Hold |
1,761
| – | – | 0.19% | 83 |
|
|
2022
Q1 | $233K | Hold |
1,761
| – | – | 0.17% | 93 |
|
|
2021
Q4 | $211 | Buy |
1,761
+717
| +69% | +$86 | 0.12% | 82 |
|
|
2021
Q3 | $117K | Buy |
1,044
+467
| +81% | +$52.3K | 0.12% | 110 |
|
|
2021
Q2 | $64K | Hold |
577
| – | – | 0.07% | 141 |
|
|
2021
Q1 | $65K | Hold |
577
| – | – | 0.07% | 136 |
|
|
2020
Q4 | $60K | Hold |
577
| – | – | 0.07% | 135 |
|
|
2020
Q3 | $56K | Hold |
577
| – | – | 0.06% | 138 |
|
|
2020
Q2 | $53K | Sell |
577
-41
| -7% | -$3.77K | 0.05% | 148 |
|
|
2020
Q1 | $50K | Hold |
618
| – | – | 0.05% | 148 |
|
|
2019
Q4 | $68K | Hold |
618
| – | – | 0.05% | 157 |
|
|
2019
Q3 | $70K | Hold |
618
| – | – | 0.05% | 150 |
|
|
2019
Q2 | $67K | Hold |
618
| – | – | 0.05% | 145 |
|
|
2019
Q1 | $66K | Hold |
618
| – | – | 0.05% | 140 |
|
|
2018
Q4 | $58K | Buy |
+618
| New | +$58K | 0.05% | 145 |
|