SFS
Summit Financial Strategies’s DTE Energy DTE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Hold |
2,133
| – | – | 0.03% | 123 |
|
|
2025
Q1 | $295K | Hold |
2,133
| – | – | 0.03% | 115 |
|
|
2024
Q4 | $258K | Hold |
2,133
| – | – | 0.03% | 121 |
|
|
2024
Q3 | $274K | Hold |
2,133
| – | – | 0.03% | 121 |
|
|
2024
Q2 | $237K | Hold |
2,133
| – | – | 0.03% | 124 |
|
|
2024
Q1 | $239K | Hold |
2,133
| – | – | 0.03% | 125 |
|
|
2023
Q4 | $235K | Hold |
2,133
| – | – | 0.04% | 125 |
|
|
2023
Q3 | $212K | Hold |
2,133
| – | – | 0.04% | 117 |
|
|
2023
Q2 | $235K | Hold |
2,133
| – | – | 0.04% | 108 |
|
|
2023
Q1 | $234K | Buy |
+2,133
| New | +$234K | 0.05% | 109 |
|