Trifecta Capital 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
Q2 | $3.71K | Buy |
28
+14
| +100% | +$1.86K | ﹤0.01% | 285 |
|
|
2025
Q1 | $1.94K | Hold |
14
| – | – | ﹤0.01% | 318 |
|
|
2024
Q4 | $1.69K | Hold |
14
| – | – | ﹤0.01% | 322 |
|
|
2024
Q3 | $1.8K | Hold |
14
| – | – | ﹤0.01% | 327 |
|
|
2024
Q2 | $1.56K | Hold |
14
| – | – | ﹤0.01% | 337 |
|
|
2024
Q1 | $1.57K | Hold |
14
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $1.54K | Hold |
14
| – | – | ﹤0.01% | 357 |
|
|
2023
Q3 | $1.39K | Hold |
14
| – | – | ﹤0.01% | 347 |
|
|
2023
Q2 | $1.54K | Hold |
14
| – | – | ﹤0.01% | 335 |
|
|
2023
Q1 | $1.53K | Hold |
14
| – | – | ﹤0.01% | 330 |
|
|
2022
Q4 | $1.65K | Buy |
+14
| New | +$1.65K | ﹤0.01% | 331 |
|