Sonora Investment Management Group’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 | $212K | Hold |
1,599
| – | – | 0.02% | 265 |
|
|
2025
Q1 | $221K | Sell |
1,599
-75
| -4% | -$10.4K | 0.02% | 253 |
|
|
2024
Q4 | $202K | Hold |
1,674
| – | – | 0.02% | 268 |
|
|
2024
Q3 | $215K | Buy |
+1,674
| New | +$215K | 0.02% | 262 |
|
|
2023
Q3 | – | Sell |
-1,977
| Closed | -$218K | – | 272 |
|
|
2023
Q2 | $218K | Buy |
+1,977
| New | +$218K | 0.02% | 237 |
|