Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.37M | Buy |
23,036
+3,428
| +17% | +$482K | 0.02% | 426 |
|
|
2025
Q4 | $2.53M | Buy |
19,608
+2,035
| +12% | +$276K | 0.01% | 503 |
|
|
2025
Q3 | $2.49M | Buy |
17,573
+2,392
| +16% | +$328K | 0.02% | 460 |
|
|
2025
Q2 | $2.01M | Buy |
15,181
+171
| +1% | +$23K | 0.01% | 472 |
|
|
2025
Q1 | $2.08M | Sell |
15,010
-1,400
| -9% | -$179K | 0.02% | 431 |
|
|
2024
Q4 | $1.98M | Buy |
16,410
+691
| +4% | +$85.2K | 0.02% | 408 |
|
|
2024
Q3 | $2.02M | Buy |
15,719
+2,726
| +21% | +$329K | 0.02% | 374 |
|
|
2024
Q2 | $1.44M | Buy |
12,993
+379
| +3% | +$42.4K | 0.02% | 406 |
|
|
2024
Q1 | $1.41M | Sell |
12,614
-300
| -2% | -$32.4K | 0.02% | 392 |
|
|
2023
Q4 | $1.42M | Buy |
12,914
+3,754
| +41% | +$385K | 0.02% | 432 |
|
|
2023
Q3 | $909K | Sell |
9,160
-1,433
| -14% | -$154K | 0.02% | 364 |
|
|
2023
Q2 | $1.17M | Buy |
10,593
+887
| +9% | +$98.9K | 0.02% | 321 |
|
|
2023
Q1 | $1.06M | Buy |
9,706
+224
| +2% | +$25.1K | 0.02% | 306 |
|
|
2022
Q4 | $1.11M | Buy |
9,482
+2,871
| +43% | +$325K | 0.03% | 265 |
|
|
2022
Q3 | $761K | Sell |
6,611
-366
| -5% | -$47.3K | 0.02% | 238 |
|
|
2022
Q2 | $884K | Sell |
6,977
-4,212
| -38% | -$549K | 0.03% | 247 |
|
|
2022
Q1 | $1.48M | Sell |
11,189
-1,714
| -13% | -$209K | 0.04% | 216 |
|
|
2021
Q4 | $1.54M | Buy |
+12,903
| New | +$1.48M | 0.04% | 207 |
|
|
2021
Q3 | – | Sell |
-17,127
| Closed | -$1.89M | – | 312 |
|
|
2021
Q2 | $1.89M | Buy |
17,127
+5,788
| +51% | +$677K | 0.07% | 157 |
|
|
2021
Q1 | $1.28M | Sell |
11,339
-17
| -0.1% | -$1.78K | 0.05% | 167 |
|
|
2020
Q4 | $1.17M | Sell |
11,356
-73
| -0.6% | -$7.7K | 0.05% | 168 |
|
|
2020
Q3 | $1.12M | Sell |
11,429
-53
| -0.5% | -$5.18K | 0.06% | 155 |
|
|
2020
Q2 | $1.05M | Buy |
11,482
+68
| +0.6% | +$6.02K | 0.06% | 139 |
|
|
2020
Q1 | $923K | Sell |
11,414
-1,134
| -9% | -$115K | 0.07% | 128 |
|
|
2019
Q4 | $1.39M | Buy |
12,548
+950
| +8% | +$102K | 0.09% | 119 |
|
|
2019
Q3 | $1.31M | Sell |
11,598
-1,061
| -8% | -$117K | 0.1% | 111 |
|
|
2019
Q2 | $1.38M | Sell |
12,659
-46
| -0.4% | -$4.94K | 0.1% | 106 |
|
|
2019
Q1 | $1.35M | Buy |
+12,705
| New | +$1.28M | 0.11% | 102 |
|
Other funds holding DTE
VCM
VPM
