Summit Securities Group’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 | $19.2K | Buy |
+145
| New | +$19.2K | ﹤0.01% | 608 |
|
|
2023
Q3 | – | Sell |
-270
| Closed | -$30K | – | 516 |
|
|
2023
Q2 | $30K | Sell |
270
-109
| -29% | -$12.1K | ﹤0.01% | 412 |
|
|
2023
Q1 | $42K | Buy |
379
+184
| +94% | +$20.4K | ﹤0.01% | 335 |
|
|
2022
Q4 | $23K | Sell |
195
-2,296
| -92% | -$271K | ﹤0.01% | 650 |
|
|
2022
Q3 | $287K | Buy |
2,491
+2,089
| +520% | +$241K | 0.02% | 219 |
|
|
2022
Q2 | $51K | Buy |
402
+323
| +409% | +$41K | 0.01% | 367 |
|
|
2022
Q1 | $10K | Buy |
+79
| New | +$10K | ﹤0.01% | 593 |
|
|
2019
Q3 | – | Sell |
-2,115
| Closed | -$230K | – | 171 |
|
|
2019
Q2 | $230K | Buy |
+2,115
| New | +$230K | 0.03% | 117 |
|
|
2019
Q1 | – | Sell |
-2,585
| Closed | -$243K | – | 135 |
|
|
2018
Q4 | $243K | Buy |
+2,585
| New | +$243K | 0.02% | 120 |
|
|
2014
Q3 | – | Sell |
-118
| Closed | -$8K | – | 567 |
|
|
2014
Q2 | $8K | Buy |
+118
| New | +$8K | ﹤0.01% | 397 |
|