SC&H Financial Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $208K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $222K | Hold |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $259K | Buy |
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|
2022
Q4 | $231K | Hold |
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|
2022
Q3 | $226K | Sell |
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|
2022
Q2 | $296K | Buy |
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|
2022
Q1 | $263K | Hold |
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|
2021
Q4 | $238K | Buy |
|