CAPTRUST Financial Advisors’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 | $669K | Buy |
6,089
+218
| +4% | +$24K | ﹤0.01% | 1556 |
|
|
2025
Q1 | $566K | Buy |
5,871
+837
| +17% | +$80.7K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $501K | Sell |
5,034
-664
| -12% | -$66K | ﹤0.01% | 1601 |
|
|
2024
Q3 | $448K | Buy |
5,698
+309
| +6% | +$24.3K | ﹤0.01% | 1631 |
|
|
2024
Q2 | $383K | Buy |
5,389
+187
| +4% | +$13.3K | ﹤0.01% | 1659 |
|
|
2024
Q1 | $318K | Sell |
5,202
-10,733
| -67% | -$656K | ﹤0.01% | 1745 |
|
|
2023
Q4 | $873K | Buy |
15,935
+696
| +5% | +$38.1K | ﹤0.01% | 1359 |
|
|
2023
Q3 | $806K | Sell |
15,239
-455
| -3% | -$24.1K | ﹤0.01% | 1326 |
|
|
2023
Q2 | $778K | Buy |
15,694
+10,961
| +232% | +$543K | ﹤0.01% | 1359 |
|
|
2023
Q1 | $234K | Buy |
4,733
+336
| +8% | +$16.6K | ﹤0.01% | 1946 |
|
|
2022
Q4 | $243K | Sell |
4,397
-339
| -7% | -$18.7K | ﹤0.01% | 1825 |
|
|
2022
Q3 | $246K | Buy |
4,736
+960
| +25% | +$49.9K | ﹤0.01% | 1683 |
|
|
2022
Q2 | $187K | Buy |
3,776
+512
| +16% | +$25.4K | ﹤0.01% | 1740 |
|
|
2022
Q1 | $179K | Buy |
3,264
+805
| +33% | +$44.1K | ﹤0.01% | 1805 |
|
|
2021
Q4 | $119K | Buy |
2,459
+16
| +0.7% | +$774 | ﹤0.01% | 2024 |
|
|
2021
Q3 | $114K | Buy |
+2,443
| New | +$114K | ﹤0.01% | 1966 |
|