TFG Advisers’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 | $775K | Sell |
5,852
-40
| -0.7% | -$5.3K | 0.27% | 97 |
|
|
2025
Q1 | $815K | Sell |
5,892
-116
| -2% | -$16K | 0.3% | 88 |
|
|
2024
Q4 | $726K | Sell |
6,008
-28
| -0.5% | -$3.38K | 0.26% | 96 |
|
|
2024
Q3 | $775K | Sell |
6,036
-73
| -1% | -$9.37K | 0.28% | 93 |
|
|
2024
Q2 | $678K | Sell |
6,109
-195
| -3% | -$21.6K | 0.26% | 99 |
|
|
2024
Q1 | $707K | Sell |
6,304
-246
| -4% | -$27.6K | 0.28% | 98 |
|
|
2023
Q4 | $722K | Buy |
6,550
+38
| +0.6% | +$4.19K | 0.3% | 90 |
|
|
2023
Q3 | $646K | Sell |
6,512
-126
| -2% | -$12.5K | 0.3% | 91 |
|
|
2023
Q2 | $730K | Sell |
6,638
-24
| -0.4% | -$2.64K | 0.33% | 80 |
|
|
2023
Q1 | $730K | Buy |
6,662
+381
| +6% | +$41.7K | 0.35% | 77 |
|
|
2022
Q4 | $738K | Sell |
6,281
-102
| -2% | -$12K | 0.38% | 71 |
|
|
2022
Q3 | $734K | Sell |
6,383
-66
| -1% | -$7.59K | 0.41% | 69 |
|
|
2022
Q2 | $817K | Buy |
6,449
+98
| +2% | +$12.4K | 0.44% | 70 |
|
|
2022
Q1 | $840K | Sell |
6,351
-64
| -1% | -$8.47K | 0.39% | 76 |
|
|
2021
Q4 | $767K | Sell |
6,415
-85
| -1% | -$10.2K | 0.33% | 83 |
|
|
2021
Q3 | $726K | Sell |
6,500
-974
| -13% | -$109K | 0.35% | 81 |
|
|
2021
Q2 | $824K | Sell |
7,474
-33
| -0.4% | -$3.64K | 0.4% | 74 |
|
|
2021
Q1 | $851K | Sell |
7,507
-66
| -0.9% | -$7.48K | 0.44% | 68 |
|
|
2020
Q4 | $782K | Sell |
7,573
-55
| -0.7% | -$5.68K | 0.41% | 71 |
|
|
2020
Q3 | $746K | Buy |
7,628
+52
| +0.7% | +$5.09K | 0.43% | 71 |
|
|
2020
Q2 | $693K | Buy |
7,576
+419
| +6% | +$38.3K | 0.45% | 69 |
|
|
2020
Q1 | $578K | Buy |
7,157
+525
| +8% | +$42.4K | 0.46% | 69 |
|
|
2019
Q4 | $733K | Sell |
6,632
-1,745
| -21% | -$193K | 0.41% | 70 |
|
|
2019
Q3 | $947K | Buy |
8,377
+380
| +5% | +$43K | 0.63% | 59 |
|
|
2019
Q2 | $870K | Buy |
7,997
+551
| +7% | +$59.9K | 0.59% | 62 |
|
|
2019
Q1 | $790K | Buy |
7,446
+1,176
| +19% | +$125K | 0.57% | 65 |
|
|
2018
Q4 | $588K | Buy |
+6,270
| New | +$588K | 0.49% | 71 |
|