Secure Asset Management’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $630K | Buy |
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|
2025
Q2 | $594K | Buy |
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|
2025
Q1 | $571K | Buy |
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|
2024
Q4 | $462K | Buy |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $570K | Sell |
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|
2023
Q4 | $848K | Buy |
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|
2023
Q3 | $751K | Buy |
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|
2023
Q2 | $798K | Sell |
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|
2023
Q1 | $799K | Sell |
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|
2022
Q4 | $985K | Buy |
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|
2022
Q3 | $793K | Buy |
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|
2022
Q2 | $839K | Buy |
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|
2022
Q1 | $833K | Buy |
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|
2021
Q4 | $724K | Sell |
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|
2021
Q3 | $783K | Sell |
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|
2021
Q2 | $882K | Buy |
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|
2021
Q1 | $897K | Buy |
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|
2020
Q4 | $799K | Buy |
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|
2020
Q3 | $637K | Buy |
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|
2020
Q2 | $592K | Buy |
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|
2020
Q1 | $477K | Buy |
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|
2019
Q4 | $616K | Buy |
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