Trivium Point 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 | $965K | Sell |
7,286
-600
| -8% | -$79.5K | 0.1% | 175 |
|
|
2025
Q1 | $1.09M | Sell |
7,886
-263
| -3% | -$36.4K | 0.14% | 154 |
|
|
2024
Q4 | $984K | Buy |
8,149
+3
| +0% | +$362 | 0.12% | 170 |
|
|
2024
Q3 | $966K | Sell |
8,146
-74
| -0.9% | -$8.78K | 0.13% | 169 |
|
|
2024
Q2 | $913K | Sell |
8,220
-185
| -2% | -$20.5K | 0.14% | 163 |
|
|
2024
Q1 | $943K | Sell |
8,405
-575
| -6% | -$64.5K | 0.2% | 116 |
|
|
2023
Q4 | $990K | Buy |
8,980
+3,860
| +75% | +$426K | 0.24% | 109 |
|
|
2023
Q3 | $498K | Buy |
+5,120
| New | +$498K | 0.14% | 144 |
|