Toth Financial Advisory’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	$64.8K	Hold	489	–	–	0.01%	280
2025 Q1	$67.6K	Hold	489	–	–	0.01%	265
2024 Q4	$59K	Hold	489	–	–	0.01%	278
2024 Q3	$62.8K	Hold	489	–	–	0.01%	269
2024 Q2	$54.3K	Hold	489	–	–	0.01%	283
2024 Q1	$54.8K	Hold	489	–	–	0.01%	282
2023 Q4	$53.9K	Hold	489	–	–	0.01%	285
2023 Q3	$48.5K	Hold	489	–	–	0.01%	276
2023 Q2	$53.8K	Hold	489	–	–	0.01%	262
2023 Q1	$53.6K	Hold	489	–	–	0.01%	267
2022 Q4	$57.5K	Hold	489	–	–	0.01%	266
2022 Q3	$56K	Hold	489	–	–	0.01%	262
2022 Q2	$62K	Hold	489	–	–	0.01%	246
2022 Q1	$65K	Hold	489	–	–	0.01%	262
2021 Q4	$58K	Hold	489	–	–	0.01%	285
2021 Q3	$55K	Sell	489 -86	-15%	-$9.67K	0.01%	300
2021 Q2	$63K	Hold	575	–	–	0.01%	266
2021 Q1	$65K	Hold	575	–	–	0.01%	268
2020 Q4	$59K	Hold	575	–	–	0.01%	247
2020 Q3	$56K	Hold	575	–	–	0.01%	237
2020 Q2	$53K	Sell	575 -70	-11%	-$6.45K	0.01%	222
2020 Q1	$52K	Buy	645 +45	+8%	+$3.63K	0.02%	177
2019 Q4	$66K	Hold	600	–	–	0.01%	200
2019 Q3	$68K	Hold	600	–	–	0.01%	210
2019 Q2	$65K	Buy	600 +54	+10%	+$5.85K	0.01%	208
2019 Q1	$58K	Hold	546	–	–	0.01%	206
2018 Q4	$51K	Hold	546	–	–	0.01%	181
2018 Q3	$51K	Buy	546 +58	+12%	+$5.42K	0.01%	207
2018 Q2	$43K	Hold	488	–	–	0.01%	215
2018 Q1	$43K	Hold	488	–	–	0.01%	220
2017 Q4	$45K	Buy	+488	New	+$45K	0.01%	219