Golden State Equity Partners’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
$250K Sell
1,887
-40
-2% -$5.3K 0.05% 374
2025
Q1
$266K Buy
1,927
+24
+1% +$3.32K 0.05% 360
2024
Q4
$230K Buy
1,903
+1,819
+2,165% +$220K 0.04% 381
2024
Q3
$10.8K Buy
+84
New +$10.8K 0.01% 569