CAPTRUST Financial Advisors’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $669K | Buy |
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|
2025
Q1 | $566K | Buy |
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|
2024
Q4 | $501K | Sell |
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|
2024
Q3 | $448K | Buy |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $318K | Sell |
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|
2023
Q4 | $873K | Buy |
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|
2023
Q3 | $806K | Sell |
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|
2023
Q2 | $778K | Buy |
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|
2023
Q1 | $234K | Buy |
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|
2022
Q4 | $243K | Sell |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $187K | Buy |
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|
2022
Q1 | $179K | Buy |
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|
2021
Q4 | $119K | Buy |
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|
2021
Q3 | $114K | Buy |
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