Allworth Financial’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155K | Buy |
1,410
+834
| +145% | +$91.7K | ﹤0.01% | 1287 |
|
|
2025
Q1 | $57K | Buy |
576
+17
| +3% | +$1.68K | ﹤0.01% | 1485 |
|
|
2024
Q4 | $62.2K | Buy |
559
+57
| +11% | +$6.34K | ﹤0.01% | 1464 |
|
|
2024
Q3 | $39.5K | Buy |
502
+7
| +1% | +$551 | ﹤0.01% | 1516 |
|
|
2024
Q2 | $36.6K | Buy |
495
+257
| +108% | +$19K | ﹤0.01% | 1528 |
|
|
2024
Q1 | $14.5K | Sell |
238
-15
| -6% | -$917 | ﹤0.01% | 1943 |
|
|
2023
Q4 | $13.9K | Buy |
253
+10
| +4% | +$548 | ﹤0.01% | 1852 |
|
|
2023
Q3 | $12.9K | Sell |
243
-8
| -3% | -$423 | ﹤0.01% | 1749 |
|
|
2023
Q2 | $12.4K | Buy |
251
+6
| +2% | +$297 | ﹤0.01% | 1790 |
|
|
2023
Q1 | $12.1K | Sell |
245
-1
| -0.4% | -$49 | ﹤0.01% | 1728 |
|
|
2022
Q4 | $13.6K | Buy |
246
+2
| +0.8% | +$111 | ﹤0.01% | 1576 |
|
|
2022
Q3 | $13K | Buy |
244
+14
| +6% | +$746 | ﹤0.01% | 1473 |
|
|
2022
Q2 | $11K | Hold |
230
| – | – | ﹤0.01% | 1523 |
|
|
2022
Q1 | $12K | Hold |
230
| – | – | ﹤0.01% | 1428 |
|
|
2021
Q4 | $11K | Hold |
230
| – | – | ﹤0.01% | 1347 |
|
|
2021
Q3 | $11K | Buy |
+230
| New | +$11K | ﹤0.01% | 1269 |
|