Global Financial Private Client’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	–	Sell	-18	Closed	-$1.74K	–	602
2025 Q1	$1.74K	Buy	18 +10	+125%	+$1K	﹤0.01%	909
2024 Q4	$795	Buy	8 +6	+300%	+$571	﹤0.01%	827
2024 Q3	$157	Hold	2	–	–	﹤0.01%	797
2024 Q2	$142	Hold	2	–	–	﹤0.01%	672
2024 Q1	$122	Hold	2	–	–	﹤0.01%	692
2023 Q4	$110	Hold	2	–	–	﹤0.01%	680
2023 Q3	$103	Hold	2	–	–	﹤0.01%	674
2023 Q2	$100	Hold	2	–	–	﹤0.01%	664
2023 Q1	$98	Hold	2	–	–	﹤0.01%	677
2022 Q4	$111	Hold	2	–	–	﹤0.01%	669
2022 Q3	$106	Hold	2	–	–	﹤0.01%	646
2022 Q2	$99	Hold	2	–	–	﹤0.01%	648
2022 Q1	$110	Hold	2	–	–	﹤0.01%	646
2021 Q4	$96	Hold	2	–	–	﹤0.01%	640
2021 Q3	$94	Hold	2	–	–	﹤0.01%	596
2021 Q2	$84	Buy	+2	New	+$81	﹤0.01%	598