SS&H Financial Advisors’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 | $609K | Sell |
4,600
-500
| -10% | -$66.2K | 0.2% | 79 |
|
|
2025
Q1 | $705K | Sell |
5,100
-50
| -1% | -$6.91K | 0.26% | 76 |
|
|
2024
Q4 | $622K | Sell |
5,150
-750
| -13% | -$90.6K | 0.23% | 82 |
|
|
2024
Q3 | $758K | Hold |
5,900
| – | – | 0.28% | 80 |
|
|
2024
Q2 | $654K | Sell |
5,900
-500
| -8% | -$55.4K | 0.26% | 78 |
|
|
2024
Q1 | $717K | Sell |
6,400
-1,000
| -14% | -$112K | 0.3% | 72 |
|
|
2023
Q4 | $816K | Hold |
7,400
| – | – | 0.35% | 69 |
|
|
2023
Q3 | $735K | Buy |
+7,400
| New | +$735K | 0.34% | 64 |
|
|
2023
Q1 | $961K | Hold |
8,775
| – | – | 0.44% | 60 |
|
|
2022
Q4 | $1.03M | Hold |
8,775
| – | – | 0.49% | 59 |
|
|
2022
Q3 | $1.01M | Hold |
8,775
| – | – | 0.52% | 57 |
|
|
2022
Q2 | $1.11M | Hold |
8,775
| – | – | 0.51% | 55 |
|
|
2022
Q1 | $1.16M | Buy |
+8,775
| New | +$1.16M | 0.45% | 59 |
|