Golden State Wealth Management’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
$24.4K Buy
184
+69
+60% +$9.16K ﹤0.01% 832
2025
Q1
$16K Sell
115
-3
-3% -$416 ﹤0.01% 857
2024
Q4
$14.3K Buy
+118
New +$14.3K ﹤0.01% 857