Silver Oak Securities’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 | – | Sell |
-1,484
| Closed | -$203K | – | 702 |
|
|
2025
Q1 | $203K | Buy |
1,484
+8
| +0.5% | +$1.09K | 0.02% | 588 |
|
|
2024
Q4 | $178K | Sell |
1,476
-367
| -20% | -$44.2K | 0.02% | 596 |
|
|
2024
Q3 | $235K | Buy |
+1,843
| New | +$235K | 0.02% | 468 |
|
|
2024
Q2 | – | Sell |
-2,017
| Closed | -$226K | – | 500 |
|
|
2024
Q1 | $226K | Hold |
2,017
| – | – | 0.03% | 355 |
|
|
2023
Q4 | $222K | Hold |
2,017
| – | – | 0.03% | 438 |
|
|
2023
Q3 | $200K | Buy |
+2,017
| New | +$200K | 0.04% | 294 |
|
|
2022
Q4 | – | Sell |
-2,017
| Closed | -$200K | – | 354 |
|
|
2022
Q3 | $200K | Buy |
+2,017
| New | +$200K | 0.04% | 294 |
|