TCI Wealth Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $334K | Sell |
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|
2025
Q2 | $313K | Sell |
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|
2025
Q1 | $329K | Buy |
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|
2024
Q4 | $284K | Buy |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $265K | Buy |
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|
2024
Q1 | $260K | Buy |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $234K | Buy |
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|
2023
Q2 | $238K | Buy |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $220K | Sell |
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|
2022
Q3 | $215K | Sell |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $256K | Hold |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $153K | Sell |
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|
2021
Q2 | $180K | Buy |
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|
2021
Q1 | $184K | Buy |
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|
2020
Q4 | $166K | Sell |
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|
2020
Q3 | $160K | Sell |
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|
2020
Q2 | $161K | Buy |
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|
2020
Q1 | $135K | Sell |
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|
2019
Q4 | $193K | Buy |
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|
2019
Q3 | $193K | Buy |
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|
2019
Q2 | $184K | Sell |
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|
2019
Q1 | $180K | Hold |
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|
2018
Q4 | $159K | Buy |
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|
2018
Q3 | $157K | Sell |
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|
2018
Q2 | $154K | Hold |
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|
2018
Q1 | $155K | Hold |
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|
2017
Q4 | $163K | Hold |
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|
2017
Q3 | $160K | Hold |
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|
2017
Q2 | $157K | Hold |
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|
2017
Q1 | $152K | Hold |
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|
2016
Q4 | $146K | Hold |
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|
2016
Q3 | $139K | Hold |
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|
2016
Q2 | $147K | Buy |
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|
2016
Q1 | $131K | Hold |
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|
2015
Q4 | $116K | Hold |
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|
2015
Q3 | $116K | Hold |
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|
2015
Q2 | $108K | Hold |
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|
2015
Q1 | $117K | Hold |
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|
2014
Q4 | $125K | Hold |
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|
2014
Q3 | $110K | Hold |
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|
2014
Q2 | $113K | Buy |
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|
2014
Q1 | $107K | Hold |
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|
2013
Q4 | $95K | Hold |
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|
2013
Q3 | $95K | Hold |
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|
2013
Q2 | $96K | Buy |
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