Rothschild Investment LLC’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 | $216K | Buy |
1,629
+180
| +12% | +$23.8K | 0.01% | 495 |
|
|
2025
Q1 | $200K | Buy |
1,449
+43
| +3% | +$5.95K | 0.01% | 500 |
|
|
2024
Q4 | $170K | Buy |
1,406
+58
| +4% | +$7K | 0.01% | 542 |
|
|
2024
Q3 | $173K | Buy |
1,348
+39
| +3% | +$5.01K | 0.01% | 539 |
|
|
2024
Q2 | $145K | Sell |
1,309
-96
| -7% | -$10.7K | 0.01% | 553 |
|
|
2024
Q1 | $158K | Buy |
1,405
+10
| +0.7% | +$1.12K | 0.01% | 512 |
|
|
2023
Q4 | $154K | Buy |
+1,395
| New | +$154K | 0.01% | 461 |
|
|
2023
Q1 | – | Sell |
-1,724
| Closed | -$203K | – | 489 |
|
|
2022
Q4 | $203K | Buy |
+1,724
| New | +$203K | 0.02% | 436 |
|
|
2022
Q3 | – | Sell |
-1,724
| Closed | -$219K | – | 490 |
|
|
2022
Q2 | $219K | Hold |
1,724
| – | – | 0.02% | 422 |
|
|
2022
Q1 | $228K | Sell |
1,724
-12
| -0.7% | -$1.59K | 0.02% | 445 |
|
|
2021
Q4 | $208K | Buy |
+1,736
| New | +$208K | 0.02% | 470 |
|
|
2021
Q3 | – | Sell |
-2,040
| Closed | -$225K | – | 492 |
|
|
2021
Q2 | $225K | Buy |
+2,040
| New | +$225K | 0.02% | 442 |
|