Washington Trust’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 | – | Sell |
-500
| Closed | -$69.1K | – | 380 |
|
|
2025
Q1 | $69.1K | Sell |
500
-300
| -38% | -$41.5K | ﹤0.01% | 369 |
|
|
2024
Q4 | $96.6K | Buy |
800
+300
| +60% | +$36.2K | ﹤0.01% | 346 |
|
|
2024
Q3 | $64.2K | Hold |
500
| – | – | ﹤0.01% | 417 |
|
|
2024
Q2 | $55.5K | Hold |
500
| – | – | ﹤0.01% | 436 |
|
|
2024
Q1 | $56.1K | Buy |
+500
| New | +$56.1K | ﹤0.01% | 440 |
|
|
2021
Q4 | – | Sell |
-1,120
| Closed | -$125K | – | 972 |
|
|
2021
Q3 | $125K | Sell |
1,120
-196
| -15% | -$21.9K | ﹤0.01% | 372 |
|
|
2021
Q2 | $145K | Hold |
1,316
| – | – | ﹤0.01% | 354 |
|
|
2021
Q1 | $149K | Hold |
1,316
| – | – | ﹤0.01% | 336 |
|
|
2020
Q4 | $136K | Hold |
1,316
| – | – | ﹤0.01% | 338 |
|
|
2020
Q3 | $129K | Buy |
+1,316
| New | +$129K | ﹤0.01% | 312 |
|