Transamerica Financial Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1
| Closed | -$1K | – | 584 |
|
|
2024
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 441 |
|
|
2024
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 449 |
|
|
2024
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 424 |
|
|
2024
Q1 | $1K | Hold |
1
| – | – | ﹤0.01% | 468 |
|
|
2023
Q4 | $1K | Sell |
1
-6
| -86% | -$6K | ﹤0.01% | 425 |
|
|
2023
Q3 | $1K | Sell |
7
-1
| -13% | -$143 | ﹤0.01% | 452 |
|
|
2023
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 424 |
|
|
2023
Q1 | $1K | Sell |
8
-2
| -20% | -$250 | ﹤0.01% | 416 |
|
|
2022
Q4 | $2K | Hold |
10
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $2K | Sell |
10
-2,607
| -100% | -$521K | ﹤0.01% | 376 |
|
|
2022
Q2 | $332K | Buy |
+2,617
| New | +$332K | 0.05% | 182 |
|
|
2020
Q3 | – | Sell |
-2
| Closed | -$1K | – | 240 |
|
|
2020
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 357 |
|
|
2019
Q3 | – | Sell |
-11
| Closed | -$2K | – | 187 |
|
|
2019
Q2 | $2K | Buy |
+11
| New | +$2K | ﹤0.01% | 378 |
|
|
2019
Q1 | – | Sell |
-13
| Closed | -$2K | – | 175 |
|
|
2018
Q4 | $2K | Sell |
13
-1
| -7% | -$154 | ﹤0.01% | 352 |
|
|
2018
Q3 | $2K | Sell |
14
-11
| -44% | -$1.57K | ﹤0.01% | 358 |
|
|
2018
Q2 | $3K | Sell |
25
-26,225
| -100% | -$3.15M | ﹤0.01% | 288 |
|
|
2018
Q1 | $2.33M | Sell |
26,250
-1,480
| -5% | -$132K | 0.34% | 92 |
|
|
2017
Q4 | $2.58M | Sell |
27,730
-680
| -2% | -$63.4K | 0.34% | 92 |
|
|
2017
Q3 | $2.6M | Sell |
28,410
-745
| -3% | -$68.1K | 0.32% | 94 |
|
|
2017
Q2 | $2.63M | Buy |
29,155
+3,532
| +14% | +$318K | 0.36% | 83 |
|
|
2017
Q1 | $2.23M | Buy |
25,623
+113
| +0.4% | +$9.82K | 0.27% | 104 |
|
|
2016
Q4 | $2.14M | Buy |
25,510
+325
| +1% | +$27.3K | 0.25% | 107 |
|
|
2016
Q3 | $2.01M | Buy |
25,185
+2,183
| +9% | +$174K | 0.22% | 114 |
|
|
2016
Q2 | $1.94M | Buy |
23,002
+15
| +0.1% | +$1.27K | 0.2% | 117 |
|
|
2016
Q1 | $1.77M | Buy |
22,987
+909
| +4% | +$70.2K | 0.15% | 126 |
|
|
2015
Q4 | $1.51M | Buy |
22,078
+1,400
| +7% | +$95.6K | 0.11% | 140 |
|
|
2015
Q3 | $1.42M | Buy |
20,678
+15,591
| +306% | +$1.07M | 0.11% | 130 |
|
|
2015
Q2 | $324K | Buy |
5,087
+313
| +7% | +$19.9K | 0.02% | 279 |
|
|
2015
Q1 | $328K | Buy |
4,774
+618
| +15% | +$42.5K | 0.02% | 279 |
|
|
2014
Q4 | $306K | Buy |
4,156
+428
| +11% | +$31.5K | 0.02% | 248 |
|
|
2014
Q3 | $242K | Buy |
3,728
+134
| +4% | +$8.7K | 0.02% | 238 |
|
|
2014
Q2 | $239K | Buy |
3,594
+285
| +9% | +$19K | 0.02% | 260 |
|
|
2014
Q1 | $210K | Buy |
3,309
+2,100
| +174% | +$133K | 0.02% | 254 |
|
|
2013
Q4 | $69K | Buy |
1,209
+231
| +24% | +$13.2K | 0.01% | 315 |
|
|
2013
Q3 | $55K | Buy |
978
+103
| +12% | +$5.79K | 0.01% | 319 |
|
|
2013
Q2 | $50K | Buy |
+875
| New | +$50K | 0.01% | 276 |
|