Foundations Investment 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	$396K	Sell	2,992 -2,652	-47%	-$351K	0.01%	649
2025 Q1	$780K	Buy	5,644 +3,047	+117%	+$421K	0.01%	463
2024 Q4	$314K	Sell	2,597 -8	-0.3%	-$966	0.01%	652
2024 Q3	$334K	Buy	2,605 +25	+1%	+$3.21K	0.01%	604
2024 Q2	$286K	Buy	+2,580	New	+$286K	0.01%	619