Salem Investment Counselors’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 | $11.2K | Sell |
84
-34
| -29% | -$4.54K | ﹤0.01% | 837 |
|
2025
Q1 | $16.4K | Buy |
118
+22
| +23% | +$3.06K | ﹤0.01% | 750 |
|
2024
Q4 | $11.7K | Hold |
96
| – | – | ﹤0.01% | 809 |
|
2024
Q3 | $12.4K | Hold |
96
| – | – | ﹤0.01% | 816 |
|
2024
Q2 | $10.8K | Hold |
96
| – | – | ﹤0.01% | 828 |
|
2024
Q1 | $10.9K | Sell |
96
-11
| -10% | -$1.25K | ﹤0.01% | 819 |
|
2023
Q4 | $11.9K | Hold |
107
| – | – | ﹤0.01% | 781 |
|
2023
Q3 | $10.7K | Hold |
107
| – | – | ﹤0.01% | 783 |
|
2023
Q2 | $11.9K | Hold |
107
| – | – | ﹤0.01% | 800 |
|
2023
Q1 | $11.8K | Hold |
107
| – | – | ﹤0.01% | 785 |
|
2022
Q4 | $12.7K | Hold |
107
| – | – | ﹤0.01% | 745 |
|
2022
Q3 | $12K | Hold |
107
| – | – | ﹤0.01% | 718 |
|
2022
Q2 | $14K | Buy |
+107
| New | +$14K | ﹤0.01% | 722 |
|
2020
Q2 | – | Sell |
-325
| Closed | -$26K | – | 710 |
|
2020
Q1 | $26K | Hold |
325
| – | – | ﹤0.01% | 411 |
|
2019
Q4 | $36K | Buy |
+325
| New | +$36K | ﹤0.01% | 420 |
|