West Oak Capital’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 | $152 | Hold |
115
| – | – | 0.01% | 226 |
|
|
2025
Q1 | $159 | Hold |
115
| – | – | 0.01% | 224 |
|
|
2024
Q4 | $139K | Hold |
115
| – | – | ﹤0.01% | 228 |
|
|
2024
Q3 | $148 | Hold |
115
| – | – | ﹤0.01% | 230 |
|
|
2024
Q2 | $12.8K | Hold |
115
| – | – | 0.01% | 242 |
|
|
2024
Q1 | $13K | Hold |
115
| – | – | 0.01% | 238 |
|
|
2023
Q4 | $13K | Hold |
115
| – | – | 0.01% | 235 |
|
|
2023
Q3 | $11K | Hold |
115
| – | – | 0.01% | 238 |
|
|
2023
Q2 | $12.7K | Hold |
115
| – | – | 0.01% | 239 |
|
|
2023
Q1 | $12.6K | Hold |
115
| – | – | 0.01% | 233 |
|
|
2022
Q4 | $14K | Hold |
115
| – | – | 0.01% | 201 |
|
|
2022
Q3 | $13K | Hold |
115
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $15K | Hold |
115
| – | – | 0.01% | 218 |
|
|
2022
Q1 | $15K | Hold |
115
| – | – | 0.01% | 235 |
|
|
2021
Q4 | $14K | Hold |
115
| – | – | 0.01% | 248 |
|
|
2021
Q3 | $13K | Sell |
115
-20
| -15% | -$2.26K | 0.01% | 265 |
|
|
2021
Q2 | $15K | Hold |
135
| – | – | 0.01% | 257 |
|
|
2021
Q1 | $15K | Sell |
135
-71
| -34% | -$7.89K | 0.01% | 248 |
|
|
2020
Q4 | $21K | Hold |
206
| – | – | 0.01% | 217 |
|
|
2020
Q3 | $20K | Hold |
206
| – | – | 0.01% | 195 |
|
|
2020
Q2 | $19K | Hold |
206
| – | – | 0.01% | 203 |
|
|
2020
Q1 | $17K | Hold |
206
| – | – | 0.01% | 201 |
|
|
2019
Q4 | $23K | Hold |
206
| – | – | 0.01% | 206 |
|
|
2019
Q3 | $23K | Hold |
206
| – | – | 0.01% | 208 |
|
|
2019
Q2 | $22K | Hold |
206
| – | – | 0.01% | 222 |
|
|
2019
Q1 | $22K | Hold |
206
| – | – | 0.01% | 211 |
|
|
2018
Q4 | $19.3K | Hold |
206
| – | – | 0.01% | 204 |
|
|
2018
Q3 | $19.1K | Hold |
206
| – | – | 0.01% | 234 |
|
|
2018
Q2 | $18.1K | Hold |
206
| – | – | 0.01% | 233 |
|
|
2018
Q1 | $18.3K | Hold |
206
| – | – | 0.01% | 237 |
|
|
2017
Q4 | $19.2K | Hold |
206
| – | – | 0.01% | 214 |
|
|
2017
Q3 | $18.8K | Sell |
206
-58
| -22% | -$5.29K | 0.01% | 239 |
|
|
2017
Q2 | $23.8K | Hold |
264
| – | – | 0.01% | 223 |
|
|
2017
Q1 | $23K | Hold |
264
| – | – | 0.01% | 232 |
|
|
2016
Q4 | $22.2K | Hold |
264
| – | – | 0.01% | 233 |
|
|
2016
Q3 | $21.1K | Hold |
264
| – | – | 0.01% | 240 |
|
|
2016
Q2 | $22.3K | Hold |
264
| – | – | 0.02% | 221 |
|
|
2016
Q1 | $20.4K | Hold |
264
| – | – | 0.02% | 183 |
|
|
2015
Q4 | $18K | Hold |
264
| – | – | 0.01% | 191 |
|
|
2015
Q3 | $18.1K | Hold |
264
| – | – | 0.01% | 190 |
|
|
2015
Q2 | $16.8K | Hold |
264
| – | – | 0.01% | 194 |
|
|
2015
Q1 | $18.2K | Sell |
264
-89
| -25% | -$6.12K | 0.01% | 196 |
|
|
2014
Q4 | $25.9K | Hold |
353
| – | – | 0.02% | 190 |
|
|
2014
Q3 | $22.8K | Hold |
353
| – | – | 0.02% | 177 |
|
|
2014
Q2 | $23.4K | Hold |
353
| – | – | 0.02% | 178 |
|
|
2014
Q1 | $22.3K | Sell |
353
-235
| -40% | -$14.8K | 0.02% | 180 |
|
|
2013
Q4 | $33.2K | Hold |
588
| – | – | 0.02% | 163 |
|
|
2013
Q3 | $33K | Hold |
588
| – | – | 0.03% | 158 |
|
|
2013
Q2 | $33.5K | Buy |
+588
| New | +$33.5K | 0.03% | 153 |
|