Valeo 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
Q2 | $217K | Buy |
1,637
+161
| +11% | +$21.3K | 0.01% | 681 |
|
|
2025
Q1 | $204K | Buy |
+1,476
| New | +$204K | 0.01% | 636 |
|
|
2021
Q2 | – | Sell |
-385
| Closed | -$44K | – | 776 |
|
|
2021
Q1 | $44K | Sell |
385
-84
| -18% | -$9.6K | ﹤0.01% | 877 |
|
|
2020
Q4 | $48K | Sell |
469
-111
| -19% | -$11.4K | ﹤0.01% | 773 |
|
|
2020
Q3 | $57K | Sell |
580
-118
| -17% | -$11.6K | 0.01% | 598 |
|
|
2020
Q2 | $64K | Sell |
698
-68
| -9% | -$6.24K | 0.01% | 608 |
|
|
2020
Q1 | $73K | Hold |
766
| – | – | 0.01% | 485 |
|
|
2019
Q4 | $85K | Sell |
766
-235
| -23% | -$26.1K | 0.01% | 497 |
|
|
2019
Q3 | $113K | Sell |
1,001
-29
| -3% | -$3.27K | 0.01% | 406 |
|
|
2019
Q2 | $112K | Sell |
1,030
-42
| -4% | -$4.57K | 0.01% | 404 |
|
|
2019
Q1 | $114K | Sell |
1,072
-8
| -0.7% | -$851 | 0.01% | 385 |
|
|
2018
Q4 | $101K | Buy |
1,080
+68
| +7% | +$6.36K | 0.01% | 374 |
|
|
2018
Q3 | $97K | Sell |
1,012
-809
| -44% | -$77.5K | 0.01% | 405 |
|
|
2018
Q2 | $172K | Buy |
1,821
+859
| +89% | +$81.1K | 0.02% | 306 |
|
|
2018
Q1 | $86K | Buy |
962
+9
| +0.9% | +$805 | 0.01% | 390 |
|
|
2017
Q4 | $89K | Buy |
953
+489
| +105% | +$45.7K | 0.01% | 360 |
|
|
2017
Q3 | $42K | Buy |
+464
| New | +$42K | 0.01% | 424 |
|