Valley National Advisers’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 | $1K | Hold |
14
| – | – | ﹤0.01% | 766 |
|
|
2025
Q1 | $1K | Hold |
14
| – | – | ﹤0.01% | 759 |
|
|
2024
Q4 | $1K | Hold |
14
| – | – | ﹤0.01% | 720 |
|
|
2024
Q3 | $1K | Sell |
14
-45
| -76% | -$3.21K | ﹤0.01% | 692 |
|
|
2024
Q2 | $6K | Sell |
59
-5
| -8% | -$508 | ﹤0.01% | 714 |
|
|
2024
Q1 | $7K | Buy |
64
+29
| +83% | +$3.17K | ﹤0.01% | 711 |
|
|
2023
Q4 | $3K | Hold |
35
| – | – | ﹤0.01% | 866 |
|
|
2023
Q3 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 759 |
|
|
2019
Q1 | – | Sell |
-59
| Closed | -$6K | – | 760 |
|
|
2018
Q4 | $6K | Buy |
+59
| New | +$6K | ﹤0.01% | 497 |
|