Global Assets Advisory’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	-3,000	Closed	-$396K	–	240
2025 Q1	$396K	Buy	+3,000	New	+$396K	0.07%	186
2024 Q2	–	Sell	-110,730	Closed	-$1M	–	181
2024 Q1	$1M	Buy	+110,730	New	+$1M	0.05%	229