Spire Wealth Management’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 | $71.9K | Sell |
543
-1
| -0.2% | -$132 | ﹤0.01% | 1091 |
|
|
2025
Q1 | $75.2K | Sell |
544
-1,891
| -78% | -$262K | ﹤0.01% | 1147 |
|
|
2024
Q4 | $294K | Buy |
2,435
+1,892
| +348% | +$228K | 0.01% | 715 |
|
|
2024
Q3 | $69.8K | Buy |
543
+9
| +2% | +$1.16K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $59.3K | Sell |
534
-98
| -16% | -$10.9K | ﹤0.01% | 1063 |
|
|
2024
Q1 | $70.9K | Buy |
632
+249
| +65% | +$27.9K | ﹤0.01% | 1102 |
|
|
2023
Q4 | $40.1K | Sell |
383
-2
| -0.5% | -$209 | ﹤0.01% | 1280 |
|
|
2023
Q3 | $38.3K | Buy |
385
+1
| +0.3% | +$99 | ﹤0.01% | 1266 |
|
|
2023
Q2 | $42.2K | Sell |
384
-101
| -21% | -$11.1K | ﹤0.01% | 1266 |
|
|
2023
Q1 | $53.1K | Sell |
485
-1,438
| -75% | -$157K | ﹤0.01% | 1178 |
|
|
2022
Q4 | $226K | Buy |
1,923
+358
| +23% | +$42.1K | 0.01% | 522 |
|
|
2022
Q3 | $180K | Sell |
1,565
-1,351
| -46% | -$155K | 0.01% | 555 |
|
|
2022
Q2 | $370K | Sell |
2,916
-1,256
| -30% | -$159K | 0.02% | 567 |
|
|
2022
Q1 | $552K | Sell |
4,172
-2,284
| -35% | -$302K | 0.01% | 544 |
|
|
2021
Q4 | $772K | Buy |
6,456
+2,414
| +60% | +$289K | 0.02% | 557 |
|
|
2021
Q3 | $452K | Sell |
4,042
-726
| -15% | -$81.2K | 0.01% | 622 |
|
|
2021
Q2 | $526K | Sell |
4,768
-2,242
| -32% | -$247K | 0.01% | 593 |
|
|
2021
Q1 | $808K | Buy |
+7,010
| New | +$808K | 0.02% | 513 |
|