Venture Visionary Partners’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 | $535K | Sell |
4,035
-2
| -0% | -$265 | 0.02% | 384 |
|
|
2025
Q1 | $558K | Buy |
4,037
+2
| +0% | +$277 | 0.02% | 361 |
|
|
2024
Q4 | $487K | Hold |
4,035
| – | – | 0.02% | 370 |
|
|
2024
Q3 | $518K | Buy |
4,035
+16
| +0.4% | +$2.06K | 0.02% | 364 |
|
|
2024
Q2 | $446K | Hold |
4,019
| – | – | 0.02% | 395 |
|
|
2024
Q1 | $451K | Hold |
4,019
| – | – | 0.02% | 394 |
|
|
2023
Q4 | $443K | Hold |
4,019
| – | – | 0.02% | 368 |
|
|
2023
Q3 | $399K | Hold |
4,019
| – | – | 0.02% | 367 |
|
|
2023
Q2 | $442K | Buy |
4,019
+250
| +7% | +$27.5K | 0.03% | 364 |
|
|
2023
Q1 | $413K | Hold |
3,769
| – | – | 0.03% | 357 |
|
|
2022
Q4 | $443K | Sell |
3,769
-378
| -9% | -$44.4K | 0.03% | 336 |
|
|
2022
Q3 | $477K | Buy |
4,147
+3
| +0.1% | +$345 | 0.04% | 309 |
|
|
2022
Q2 | $525K | Sell |
4,144
-136
| -3% | -$17.2K | 0.04% | 286 |
|
|
2022
Q1 | $565K | Buy |
4,280
+205
| +5% | +$27.1K | 0.04% | 307 |
|
|
2021
Q4 | $487K | Hold |
4,075
| – | – | 0.03% | 329 |
|
|
2021
Q3 | $455K | Sell |
4,075
-713
| -15% | -$79.6K | 0.03% | 339 |
|
|
2021
Q2 | $528K | Hold |
4,788
| – | – | 0.04% | 301 |
|
|
2021
Q1 | $542K | Buy |
4,788
+2,376
| +99% | +$269K | 0.05% | 289 |
|
|
2020
Q4 | $249K | Buy |
+2,412
| New | +$249K | 0.03% | 343 |
|