Trust 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	–	Sell	-1,611	Closed	-$223K	–	128
2025 Q1	$223K	Buy	+1,611	New	+$223K	0.14%	93
2024 Q4	–	Sell	-1,758	Closed	-$226K	–	115
2024 Q3	$226K	Buy	+1,758	New	+$226K	0.14%	103