SW
SkyOak Wealth’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
2,525
+1
| +0% | +$132 | 0.07% | 162 |
|
|
2025
Q1 | $349K | Buy |
2,524
+350
| +16% | +$48.4K | 0.08% | 150 |
|
|
2024
Q4 | $262K | Buy |
2,174
+85
| +4% | +$10.3K | 0.06% | 205 |
|
|
2024
Q3 | $268K | Hold |
2,089
| – | – | 0.06% | 190 |
|
|
2024
Q2 | $232K | Sell |
2,089
-22
| -1% | -$2.44K | 0.05% | 211 |
|
|
2024
Q1 | $237K | Sell |
2,111
-91
| -4% | -$10.2K | 0.06% | 214 |
|
|
2023
Q4 | $243K | Sell |
2,202
-183
| -8% | -$20.2K | 0.06% | 209 |
|
|
2023
Q3 | $237K | Sell |
2,385
-139
| -6% | -$13.8K | 0.07% | 199 |
|
|
2023
Q2 | $278K | Buy |
2,524
+111
| +5% | +$12.2K | 0.08% | 182 |
|
|
2023
Q1 | $264K | Hold |
2,413
| – | – | 0.08% | 176 |
|
|
2022
Q4 | $284K | Hold |
2,413
| – | – | 0.1% | 166 |
|
|
2022
Q3 | $278K | Hold |
2,413
| – | – | 0.1% | 166 |
|
|
2022
Q2 | $306K | Hold |
2,413
| – | – | 0.1% | 157 |
|
|
2022
Q1 | $319K | Sell |
2,413
-125
| -5% | -$16.5K | 0.09% | 169 |
|
|
2021
Q4 | $303K | Hold |
2,538
| – | – | 0.08% | 179 |
|
|
2021
Q3 | $284K | Hold |
2,538
| – | – | 0.08% | 185 |
|
|
2021
Q2 | $329K | Sell |
2,538
-100
| -4% | -$13K | 0.09% | 157 |
|
|
2021
Q1 | $360K | Sell |
2,638
-202
| -7% | -$27.6K | 0.1% | 148 |
|
|
2020
Q4 | $345K | Buy |
2,840
+102
| +4% | +$12.4K | 0.11% | 151 |
|
|
2020
Q3 | $315K | Hold |
2,738
| – | – | 0.11% | 149 |
|
|
2020
Q2 | $294K | Buy |
2,738
+84
| +3% | +$9.02K | 0.11% | 183 |
|
|
2020
Q1 | $252K | Buy |
2,654
+154
| +6% | +$14.6K | 0.13% | 176 |
|
|
2019
Q4 | $325K | Buy |
+2,500
| New | +$325K | 0.1% | 220 |
|