Concourse Financial Group Securities’s DT Midstream DTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-7,093
| Closed | -$789K | – | 2160 |
|
|
2024
Q4 | $789K | Buy |
7,093
+419
| +6% | +$46.6K | 0.04% | 381 |
|
|
2024
Q3 | $530K | Buy |
6,674
+6,416
| +2,487% | +$509K | 0.03% | 440 |
|
|
2024
Q2 | $18.5K | Buy |
258
+34
| +15% | +$2.44K | ﹤0.01% | 1530 |
|
|
2024
Q1 | $13.9K | Buy |
224
+15
| +7% | +$928 | ﹤0.01% | 1607 |
|
|
2023
Q4 | $11.6K | Sell |
209
-4
| -2% | -$222 | ﹤0.01% | 1646 |
|
|
2023
Q3 | $11.4K | Buy |
213
+27
| +15% | +$1.45K | ﹤0.01% | 1605 |
|
|
2023
Q2 | $9.35K | Sell |
186
-150
| -45% | -$7.54K | ﹤0.01% | 1662 |
|
|
2023
Q1 | $16.8K | Hold |
336
| – | – | ﹤0.01% | 1512 |
|
|
2022
Q4 | $18.8K | Buy |
336
+136
| +68% | +$7.6K | ﹤0.01% | 1488 |
|
|
2022
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 1455 |
|
|
2022
Q2 | $10K | Sell |
200
-30
| -13% | -$1.5K | ﹤0.01% | 1657 |
|
|
2022
Q1 | $13K | Hold |
230
| – | – | ﹤0.01% | 1608 |
|
|
2021
Q4 | $11K | Hold |
230
| – | – | ﹤0.01% | 1830 |
|
|
2021
Q3 | $11K | Buy |
+230
| New | +$11K | ﹤0.01% | 1855 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3439 |
|