SFS
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Sowell Financial Services’s DTE Energy DTE Stock Holding History

Sowell Financial Services’s Portfolio DTE Stock Details DTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-432
Closed -$52K – 1099
2021
Q1 		$52K Sell
432
-720
-63% -$75.6K ﹤0.01% 1639
2020
Q4 		$119K Sell
1,152
-337
-23% -$35.5K 0.01% 1080
2020
Q3 		$146K Buy
1,489
+379
+34% +$37K 0.01% 838
2020
Q2 		$102K Buy
1,110
+11
+1% +$973 0.01% 957
2020
Q1 		$89K Sell
1,099
-4,742
-81% -$481K 0.01% 880
2019
Q4 		$646K Buy
5,841
+4,215
+259% +$455K 0.05% 371
2019
Q3 		$184K Buy
+1,626
New +$180K 0.02% 670
2017
Q1 		– Sell
-864
Closed -$72K – 330
2016
Q4 		$72K Buy
+864
New +$69.5K 0.02% 302

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