Washington Trust 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 | $132K | Buy |
994
+30
| +3% | +$3.97K | 0.01% | 232 |
|
|
2025
Q1 | $133K | Buy |
964
+9
| +0.9% | +$1.25K | 0.01% | 229 |
|
|
2024
Q4 | $115K | Hold |
955
| – | – | 0.01% | 246 |
|
|
2024
Q3 | $123K | Buy |
955
+31
| +3% | +$3.98K | 0.01% | 245 |
|
|
2024
Q2 | $103K | Buy |
924
+27
| +3% | +$3K | 0.01% | 248 |
|
|
2024
Q1 | $101K | Buy |
897
+46
| +5% | +$5.16K | 0.01% | 254 |
|
|
2023
Q4 | $93.9K | Buy |
851
+7
| +0.8% | +$772 | 0.01% | 255 |
|
|
2023
Q3 | $83.8K | Buy |
844
+75
| +10% | +$7.45K | 0.01% | 259 |
|
|
2023
Q2 | $84.6K | Sell |
769
-343
| -31% | -$37.7K | 0.01% | 252 |
|
|
2023
Q1 | $122K | Sell |
1,112
-120
| -10% | -$13.1K | 0.01% | 224 |
|
|
2022
Q4 | $145K | Hold |
1,232
| – | – | 0.02% | 201 |
|
|
2022
Q3 | $142K | Hold |
1,232
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $156K | Hold |
1,232
| – | – | 0.01% | 228 |
|
|
2022
Q1 | $163K | Hold |
1,232
| – | – | 0.01% | 265 |
|
|
2021
Q4 | $147K | Buy |
+1,232
| New | +$147K | 0.01% | 297 |
|