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Silver Oak Securities’s DTE Energy DTE Stock Holding History

Silver Oak Securities’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Buy
+1,467
New +$206K 0.02% 709
2025
Q4 		– Sell
-1,484
Closed -$210K – 816
2025
Q3 		$210K Buy
+1,484
New +$203K 0.02% 695
2025
Q2 		– Sell
-1,484
Closed -$203K – 703
2025
Q1 		$203K Buy
1,484
+8
+0.5% +$1.02K 0.02% 589
2024
Q4 		$178K Sell
1,476
-367
-20% -$45.3K 0.02% 596
2024
Q3 		$235K Buy
+1,843
New +$222K 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 +$217K 0.04% 294
2022
Q4 		– Sell
-2,017
Closed -$200K – 353
2022
Q3 		$200K Buy
+2,017
New +$261K 0.04% 294

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