Tarbox Family Office’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-33
| Closed | -$4K | – | 365 |
|
|
2022
Q1 | $4K | Sell |
33
-125
| -79% | -$15.2K | ﹤0.01% | 582 |
|
|
2021
Q4 | $19K | Hold |
158
| – | – | ﹤0.01% | 355 |
|
|
2021
Q3 | $18K | Sell |
158
-28
| -15% | -$3.28K | ﹤0.01% | 387 |
|
|
2021
Q2 | $20K | Hold |
186
| – | – | ﹤0.01% | 370 |
|
|
2021
Q1 | $21K | Hold |
186
| – | – | ﹤0.01% | 311 |
|
|
2020
Q4 | $19K | Hold |
186
| – | – | ﹤0.01% | 309 |
|
|
2020
Q3 | $18K | Hold |
186
| – | – | ﹤0.01% | 295 |
|
|
2020
Q2 | $17K | Sell |
186
-43
| -19% | -$3.81K | ﹤0.01% | 289 |
|
|
2020
Q1 | $19K | Sell |
229
-61
| -21% | -$6.19K | 0.01% | 250 |
|
|
2019
Q4 | $32K | Buy |
290
+247
| +574% | +$26.6K | 0.01% | 223 |
|
|
2019
Q3 | $5K | Hold |
43
| – | – | ﹤0.01% | 454 |
|
|
2019
Q2 | $5K | Buy |
43
+24
| +126% | +$2.58K | ﹤0.01% | 438 |
|
|
2019
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 499 |
|
|
2018
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 478 |
|
|
2018
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 508 |
|
|
2018
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 492 |
|
|
2018
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 501 |
|
|
2017
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 488 |
|
|
2017
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 484 |
|
|
2017
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 471 |
|
|
2017
Q1 | $2K | Hold |
19
| – | – | ﹤0.01% | 472 |
|
|
2016
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 435 |
|
|
2016
Q3 | $1K | Hold |
19
| – | – | ﹤0.01% | 483 |
|
|
2016
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 417 |
|
|
2016
Q1 | $1K | Hold |
19
| – | – | ﹤0.01% | 495 |
|
|
2015
Q4 | $1K | Sell |
19
-1,199
| -98% | -$82.5K | ﹤0.01% | 461 |
|
|
2015
Q3 | $83K | Buy |
1,218
+151
| +14% | +$10.1K | 0.08% | 74 |
|
|
2015
Q2 | $68K | Hold |
1,067
| – | – | 0.06% | 81 |
|
|
2015
Q1 | $73K | Hold |
1,067
| – | – | 0.06% | 77 |
|
|
2014
Q4 | $78K | Hold |
1,067
| – | – | 0.07% | 74 |
|
|
2014
Q3 | $69K | Buy |
1,067
+19
| +2% | +$1.23K | 0.06% | 86 |
|
|
2014
Q2 | $69K | Hold |
1,048
| – | – | 0.06% | 86 |
|
|
2014
Q1 | $66K | Hold |
1,048
| – | – | 0.06% | 97 |
|
|
2013
Q4 | $59K | Buy |
+1,048
| New | +$60.1K | 0.05% | 120 |
|
Other funds holding DTE
Tarbox Family Office's DTE Position: Q2 2022 in Review
Tarbox Family Office sold out of DTE Energy (DTE) in Q2 2022, closing a stake of 33 shares — an estimated $4K sold.
Tarbox Family Office first reported a position in DTE in Q4 2013 and held it in 34 quarters. The position peaked at $83K in Q3 2015. 740 funds tracked by Wall St. Rank hold DTE as of Q2 2022.
- Tarbox Family Office reported no remaining DTE Energy position as of Q2 2022 after selling out during the quarter.
- Tarbox Family Office sold 33 DTE Energy shares in Q2 2022, an estimated $4K.
- Tarbox Family Office first reported a position in DTE Energy in Q4 2013 and held it in 34 quarters.
- Tarbox Family Office's DTE Energy position peaked at $83K in Q3 2015.
- 740 funds tracked by Wall St. Rank held DTE Energy as of Q2 2022.
Based on Tarbox Family Office's 13F filing for Q2 2022, filed 19 Jul 2022.