SS&H Financial Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $651K | Hold |
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|
2025
Q2 | $609K | Sell |
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|
2025
Q1 | $705K | Sell |
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|
2024
Q4 | $622K | Sell |
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|
2024
Q3 | $758K | Hold |
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|
2024
Q2 | $654K | Sell |
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|
2024
Q1 | $717K | Sell |
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|
2023
Q4 | $816K | Hold |
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|
2023
Q3 | $735K | Buy |
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|
2023
Q1 | $961K | Hold |
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|
2022
Q4 | $1.03M | Hold |
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|
2022
Q3 | $1.01M | Hold |
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|
2022
Q2 | $1.11M | Hold |
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|
2022
Q1 | $1.16M | Buy |
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