Valeo Financial Advisors’s DTE Energy DTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217K | Buy |
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|
2025
Q1 | $204K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $44K | Sell |
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|
2020
Q4 | $48K | Sell |
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|
2020
Q3 | $57K | Sell |
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|
2020
Q2 | $64K | Sell |
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|
2020
Q1 | $73K | Hold |
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|
2019
Q4 | $85K | Sell |
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|
2019
Q3 | $113K | Sell |
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|
2019
Q2 | $112K | Sell |
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|
2019
Q1 | $114K | Sell |
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|
2018
Q4 | $101K | Buy |
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|
2018
Q3 | $97K | Sell |
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|
2018
Q2 | $172K | Buy |
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|
2018
Q1 | $86K | Buy |
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|
2017
Q4 | $89K | Buy |
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|
2017
Q3 | $42K | Buy |
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