SkyOak Wealth’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 | $357K | Buy |
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|
2025
Q2 | $334K | Buy |
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|
2025
Q1 | $349K | Buy |
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|
2024
Q4 | $262K | Buy |
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|
2024
Q3 | $268K | Hold |
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|
2024
Q2 | $232K | Sell |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $243K | Sell |
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|
2023
Q3 | $237K | Sell |
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|
2023
Q2 | $278K | Buy |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $284K | Hold |
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|
2022
Q3 | $278K | Hold |
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|
2022
Q2 | $306K | Hold |
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|
2022
Q1 | $319K | Sell |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $284K | Sell |
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|
2021
Q2 | $329K | Sell |
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|
2021
Q1 | $360K | Sell |
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|
2020
Q4 | $345K | Buy |
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|
2020
Q3 | $315K | Hold |
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|
2020
Q2 | $294K | Buy |
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|
2020
Q1 | $252K | Buy |
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|
2019
Q4 | $325K | Buy |
|