Steph & Co’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 | $154K | Sell |
1,165
-653
| -36% | -$86.5K | 0.05% | 112 |
|
|
2025
Q1 | $251K | Buy |
1,818
+295
| +19% | +$40.8K | 0.09% | 93 |
|
|
2024
Q4 | $184K | Sell |
1,523
-106
| -7% | -$12.8K | 0.06% | 118 |
|
|
2024
Q3 | $209K | Sell |
1,629
-48
| -3% | -$6.16K | 0.07% | 111 |
|
|
2024
Q2 | $186K | Buy |
1,677
+13
| +0.8% | +$1.44K | 0.06% | 114 |
|
|
2024
Q1 | $187K | Buy |
1,664
+225
| +16% | +$25.2K | 0.06% | 118 |
|
|
2023
Q4 | $159K | Buy |
1,439
+33
| +2% | +$3.64K | 0.08% | 114 |
|
|
2023
Q3 | $140K | Buy |
1,406
+380
| +37% | +$37.7K | 0.08% | 127 |
|
|
2023
Q2 | $113K | Buy |
1,026
+59
| +6% | +$6.49K | 0.06% | 138 |
|
|
2023
Q1 | $106K | Hold |
967
| – | – | 0.07% | 137 |
|
|
2022
Q4 | $114K | Hold |
967
| – | – | 0.07% | 135 |
|
|
2022
Q3 | $111K | Buy |
967
+34
| +4% | +$3.9K | 0.08% | 122 |
|
|
2022
Q2 | $118K | Buy |
933
+130
| +16% | +$16.4K | 0.07% | 124 |
|
|
2022
Q1 | $106K | Hold |
803
| – | – | 0.06% | 144 |
|
|
2021
Q4 | $96K | Hold |
803
| – | – | 0.06% | 151 |
|
|
2021
Q3 | $90K | Sell |
803
-141
| -15% | -$15.8K | 0.06% | 146 |
|
|
2021
Q2 | $104K | Hold |
944
| – | – | 0.07% | 134 |
|
|
2021
Q1 | $107K | Hold |
944
| – | – | 0.07% | 133 |
|
|
2020
Q4 | $97K | Hold |
944
| – | – | 0.07% | 136 |
|
|
2020
Q3 | $92K | Sell |
944
-8
| -0.8% | -$780 | 0.09% | 128 |
|
|
2020
Q2 | $87K | Buy |
952
+322
| +51% | +$29.4K | 0.09% | 130 |
|
|
2020
Q1 | $51K | Sell |
630
-221
| -26% | -$17.9K | 0.06% | 143 |
|
|
2019
Q4 | $94K | Buy |
+851
| New | +$94K | 0.08% | 139 |
|