Sound Income Strategies’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 | $149K | Sell |
1,128
-61
| -5% | -$8.08K | 0.01% | 325 |
|
|
2025
Q1 | $164K | Buy |
1,189
+1
| +0.1% | +$138 | 0.01% | 315 |
|
|
2024
Q4 | $143K | Buy |
1,188
+370
| +45% | +$44.7K | 0.01% | 303 |
|
|
2024
Q3 | $105K | Hold |
818
| – | – | 0.01% | 336 |
|
|
2024
Q2 | $90.8K | Buy |
818
+142
| +21% | +$15.8K | 0.01% | 346 |
|
|
2024
Q1 | $75.8K | Hold |
676
| – | – | 0.01% | 357 |
|
|
2023
Q4 | $74.5K | Buy |
676
+14
| +2% | +$1.54K | 0.01% | 339 |
|
|
2023
Q3 | $65.7K | Hold |
662
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $72.8K | Hold |
662
| – | – | 0.01% | 252 |
|
|
2023
Q1 | $72.5K | Buy |
662
+300
| +83% | +$32.9K | 0.01% | 241 |
|
|
2022
Q4 | $42.5K | Hold |
362
| – | – | 0.01% | 276 |
|
|
2022
Q3 | $42K | Hold |
362
| – | – | 0.01% | 251 |
|
|
2022
Q2 | $46K | Buy |
362
+178
| +97% | +$22.6K | 0.01% | 232 |
|
|
2022
Q1 | $24K | Hold |
184
| – | – | ﹤0.01% | 326 |
|
|
2021
Q4 | $22K | Hold |
184
| – | – | ﹤0.01% | 347 |
|
|
2021
Q3 | $21K | Sell |
184
-40
| -18% | -$4.57K | ﹤0.01% | 333 |
|
|
2021
Q2 | $25K | Buy |
224
+20
| +10% | +$2.23K | ﹤0.01% | 307 |
|
|
2021
Q1 | $23.2K | Hold |
204
| – | – | ﹤0.01% | 335 |
|
|
2020
Q4 | $21K | Hold |
204
| – | – | ﹤0.01% | 307 |
|
|
2020
Q3 | $20K | Hold |
204
| – | – | 0.01% | 285 |
|
|
2020
Q2 | $19K | Buy |
204
+131
| +179% | +$12.2K | 0.01% | 279 |
|
|
2020
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 416 |
|
|
2019
Q4 | $8K | Hold |
73
| – | – | ﹤0.01% | 367 |
|
|
2019
Q3 | $8K | Sell |
73
-238
| -77% | -$26.1K | ﹤0.01% | 342 |
|
|
2019
Q2 | $34K | Hold |
311
| – | – | 0.01% | 165 |
|
|
2019
Q1 | $33K | Buy |
311
+238
| +326% | +$25.3K | 0.02% | 172 |
|
|
2018
Q4 | $7K | Hold |
73
| – | – | ﹤0.01% | 388 |
|
|
2018
Q3 | $7K | Hold |
73
| – | – | ﹤0.01% | 407 |
|
|
2018
Q2 | $6K | Hold |
73
| – | – | ﹤0.01% | 388 |
|
|
2018
Q1 | $6K | Hold |
73
| – | – | ﹤0.01% | 352 |
|
|
2017
Q4 | $6K | Buy |
+73
| New | +$6K | ﹤0.01% | 295 |
|