SageView Advisory Group’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 | $565K | Sell |
4,117
-8
| -0.2% | -$1.1K | 0.02% | 348 |
|
2025
Q1 | $570K | Sell |
4,125
-142
| -3% | -$19.6K | 0.02% | 323 |
|
2024
Q4 | $515K | Buy |
4,267
+487
| +13% | +$58.8K | 0.02% | 340 |
|
2024
Q3 | $485K | Sell |
3,780
-902
| -19% | -$116K | 0.02% | 303 |
|
2024
Q2 | $520K | Sell |
4,682
-1,434
| -23% | -$159K | 0.02% | 331 |
|
2024
Q1 | $686K | Sell |
6,116
-589
| -9% | -$66K | 0.03% | 260 |
|
2023
Q4 | $701K | Buy |
6,705
+1,580
| +31% | +$165K | 0.03% | 324 |
|
2023
Q3 | $509K | Sell |
5,125
-63
| -1% | -$6.25K | 0.03% | 326 |
|
2023
Q2 | $571K | Buy |
+5,188
| New | +$571K | 0.03% | 329 |
|