TD Private Client Wealth’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 | $184K | Buy |
1,387
+41
| +3% | +$5.43K | ﹤0.01% | 653 |
|
|
2025
Q1 | $186K | Buy |
1,346
+62
| +5% | +$8.57K | 0.01% | 612 |
|
|
2024
Q4 | $155K | Buy |
1,284
+26
| +2% | +$3.14K | ﹤0.01% | 651 |
|
|
2024
Q3 | $162K | Buy |
1,258
+217
| +21% | +$27.9K | ﹤0.01% | 647 |
|
|
2024
Q2 | $116K | Buy |
1,041
+97
| +10% | +$10.8K | ﹤0.01% | 665 |
|
|
2024
Q1 | $106K | Buy |
944
+259
| +38% | +$29K | ﹤0.01% | 681 |
|
|
2023
Q4 | $75.5K | Buy |
685
+252
| +58% | +$27.8K | ﹤0.01% | 739 |
|
|
2023
Q3 | $43K | Sell |
433
-18
| -4% | -$1.79K | ﹤0.01% | 793 |
|
|
2023
Q2 | $49.6K | Buy |
451
+7
| +2% | +$770 | ﹤0.01% | 786 |
|
|
2023
Q1 | $48.6K | Buy |
444
+13
| +3% | +$1.42K | ﹤0.01% | 773 |
|
|
2022
Q4 | $50.7K | Sell |
431
-183
| -30% | -$21.5K | ﹤0.01% | 744 |
|
|
2022
Q3 | $70.6K | Buy |
614
+95
| +18% | +$10.9K | ﹤0.01% | 670 |
|
|
2022
Q2 | $65.8K | Sell |
519
-30
| -5% | -$3.8K | ﹤0.01% | 676 |
|
|
2022
Q1 | $72.6K | Buy |
549
+212
| +63% | +$28K | ﹤0.01% | 696 |
|
|
2021
Q4 | $40.3K | Sell |
337
-26
| -7% | -$3.11K | ﹤0.01% | 773 |
|
|
2021
Q3 | $40.6K | Sell |
363
-35
| -9% | -$3.91K | ﹤0.01% | 777 |
|
|
2021
Q2 | $43.9K | Sell |
398
-2,683
| -87% | -$296K | ﹤0.01% | 758 |
|
|
2021
Q1 | $349K | Sell |
3,081
-140
| -4% | -$15.9K | 0.02% | 436 |
|
|
2020
Q4 | $333K | Buy |
3,221
+10
| +0.3% | +$1.03K | 0.02% | 430 |
|
|
2020
Q3 | $314K | Sell |
3,211
-401
| -11% | -$39.3K | 0.02% | 408 |
|
|
2020
Q2 | $330K | Buy |
3,612
+726
| +25% | +$66.4K | 0.02% | 396 |
|
|
2020
Q1 | $233K | Sell |
2,886
-183
| -6% | -$14.8K | 0.02% | 402 |
|
|
2019
Q4 | $339K | Buy |
+3,069
| New | +$339K | 0.02% | 398 |
|