S.A. Mason’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 | $138K | Sell |
1,040
-95
| -8% | -$12.6K | 0.07% | 204 |
|
|
2025
Q1 | $157K | Buy |
1,135
+5
| +0.4% | +$691 | 0.08% | 189 |
|
|
2024
Q4 | $136K | Buy |
1,130
+5
| +0.4% | +$604 | 0.07% | 202 |
|
|
2024
Q3 | $144K | Buy |
1,125
+5
| +0.4% | +$642 | 0.08% | 193 |
|
|
2024
Q2 | $124K | Buy |
1,120
+106
| +10% | +$11.8K | 0.07% | 195 |
|
|
2024
Q1 | $114K | Buy |
1,014
+55
| +6% | +$6.17K | 0.07% | 204 |
|
|
2023
Q4 | $106K | Buy |
959
+5
| +0.5% | +$551 | 0.07% | 203 |
|
|
2023
Q3 | $94.7K | Buy |
954
+10
| +1% | +$992 | 0.07% | 210 |
|
|
2023
Q2 | $103K | Hold |
944
| – | – | 0.08% | 202 |
|
|
2023
Q1 | $103K | Buy |
944
+164
| +21% | +$18K | 0.08% | 202 |
|
|
2022
Q4 | $91.7K | Buy |
780
+5
| +0.6% | +$588 | 0.07% | 215 |
|
|
2022
Q3 | $89K | Buy |
775
+3
| +0.4% | +$345 | 0.07% | 210 |
|
|
2022
Q2 | $98K | Buy |
772
+4
| +0.5% | +$508 | 0.07% | 205 |
|
|
2022
Q1 | $102K | Buy |
768
+4
| +0.5% | +$531 | 0.06% | 221 |
|
|
2021
Q4 | $91K | Buy |
764
+4
| +0.5% | +$476 | 0.05% | 225 |
|
|
2021
Q3 | $85K | Sell |
760
-128
| -14% | -$14.3K | 0.06% | 221 |
|
|
2021
Q2 | $98K | Buy |
888
+4
| +0.5% | +$441 | 0.07% | 205 |
|
|
2021
Q1 | $100K | Buy |
884
+6
| +0.7% | +$679 | 0.07% | 195 |
|
|
2020
Q4 | $91K | Buy |
878
+5
| +0.6% | +$518 | 0.08% | 196 |
|
|
2020
Q3 | $85K | Buy |
873
+6
| +0.7% | +$584 | 0.08% | 180 |
|
|
2020
Q2 | $79K | Sell |
867
-30
| -3% | -$2.73K | 0.08% | 185 |
|
|
2020
Q1 | $72K | Sell |
897
-190
| -17% | -$15.3K | 0.09% | 175 |
|
|
2019
Q4 | $120K | Buy |
+1,087
| New | +$120K | 0.11% | 168 |
|