Sovereign Financial 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 | $442K | Sell |
3,340
-2
| -0.1% | -$265 | 0.09% | 190 |
|
|
2025
Q1 | $462K | Sell |
3,342
-2
| -0.1% | -$277 | 0.11% | 170 |
|
|
2024
Q4 | $404K | Sell |
3,344
-20
| -0.6% | -$2.42K | 0.09% | 197 |
|
|
2024
Q3 | $432K | Buy |
3,364
+1
| +0% | +$128 | 0.1% | 177 |
|
|
2024
Q2 | $373K | Hold |
3,363
| – | – | 0.09% | 190 |
|
|
2024
Q1 | $377K | Buy |
+3,363
| New | +$377K | 0.1% | 185 |
|