Stephens Inc’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 | $643K | Buy |
4,855
+300
| +7% | +$39.7K | 0.01% | 749 |
|
|
2025
Q1 | $630K | Buy |
4,555
+81
| +2% | +$11.2K | 0.01% | 735 |
|
|
2024
Q4 | $540K | Buy |
4,474
+923
| +26% | +$111K | 0.01% | 805 |
|
|
2024
Q3 | $456K | Sell |
3,551
-72
| -2% | -$9.25K | 0.01% | 877 |
|
|
2024
Q2 | $402K | Sell |
3,623
-2,553
| -41% | -$283K | 0.01% | 886 |
|
|
2024
Q1 | $693K | Buy |
6,176
+1,995
| +48% | +$224K | 0.01% | 686 |
|
|
2023
Q4 | $461K | Buy |
4,181
+537
| +15% | +$59.2K | 0.01% | 774 |
|
|
2023
Q3 | $362K | Buy |
3,644
+562
| +18% | +$55.8K | 0.01% | 840 |
|
|
2023
Q2 | $339K | Buy |
3,082
+619
| +25% | +$68.1K | 0.01% | 873 |
|
|
2023
Q1 | $270K | Sell |
2,463
-877
| -26% | -$96.1K | 0.01% | 922 |
|
|
2022
Q4 | $393K | Buy |
3,340
+711
| +27% | +$83.6K | 0.01% | 772 |
|
|
2022
Q3 | $303K | Buy |
2,629
+102
| +4% | +$11.8K | 0.01% | 891 |
|
|
2022
Q2 | $320K | Buy |
2,527
+453
| +22% | +$57.4K | 0.01% | 892 |
|
|
2022
Q1 | $274K | Sell |
2,074
-1,169
| -36% | -$154K | ﹤0.01% | 1048 |
|
|
2021
Q4 | $388K | Sell |
3,243
-666
| -17% | -$79.7K | 0.01% | 944 |
|
|
2021
Q3 | $437K | Sell |
3,909
-729
| -16% | -$81.5K | 0.01% | 924 |
|
|
2021
Q2 | $512K | Buy |
4,638
+70
| +2% | +$7.73K | 0.01% | 871 |
|
|
2021
Q1 | $518K | Sell |
4,568
-306
| -6% | -$34.7K | 0.01% | 824 |
|
|
2020
Q4 | $504K | Sell |
4,874
-262
| -5% | -$27.1K | 0.01% | 773 |
|
|
2020
Q3 | $503K | Buy |
5,136
+307
| +6% | +$30.1K | 0.01% | 730 |
|
|
2020
Q2 | $442K | Buy |
+4,829
| New | +$442K | 0.01% | 728 |
|