Stratos Wealth Partners’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 | $250K | Sell |
1,890
-3
| -0.2% | -$397 | ﹤0.01% | 1216 |
|
|
2025
Q1 | $262K | Sell |
1,893
-246
| -12% | -$34K | ﹤0.01% | 1151 |
|
|
2024
Q4 | $258K | Buy |
2,139
+92
| +4% | +$11.1K | ﹤0.01% | 1217 |
|
|
2024
Q3 | $263K | Sell |
2,047
-13
| -0.6% | -$1.67K | ﹤0.01% | 1214 |
|
|
2024
Q2 | $229K | Buy |
2,060
+5
| +0.2% | +$555 | ﹤0.01% | 1213 |
|
|
2024
Q1 | $230K | Buy |
2,055
+41
| +2% | +$4.6K | ﹤0.01% | 1223 |
|
|
2023
Q4 | $222K | Buy |
+2,014
| New | +$222K | ﹤0.01% | 1224 |
|
|
2018
Q4 | – | Sell |
-1,048
| Closed | -$97K | – | 1222 |
|
|
2018
Q3 | $97K | Buy |
+1,048
| New | +$97K | ﹤0.01% | 1142 |
|
|
2018
Q2 | – | Sell |
-928
| Closed | -$82K | – | 1359 |
|
|
2018
Q1 | $82K | Sell |
928
-46
| -5% | -$4.07K | ﹤0.01% | 1304 |
|
|
2017
Q4 | $91K | Buy |
+974
| New | +$91K | ﹤0.01% | 1236 |
|
|
2015
Q2 | – | Sell |
-2,943
| Closed | -$201K | – | 546 |
|
|
2015
Q1 | $201K | Sell |
2,943
-100
| -3% | -$6.83K | 0.02% | 559 |
|
|
2014
Q4 | $224K | Buy |
+3,043
| New | +$224K | 0.04% | 414 |
|