Jones Financial Companies’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 | $245K | Buy |
2,253
+302
| +15% | +$32.9K | ﹤0.01% | 1573 |
|
|
2025
Q1 | $189K | Buy |
1,951
+1,183
| +154% | +$114K | ﹤0.01% | 1512 |
|
|
2024
Q4 | $76.4K | Buy |
768
+100
| +15% | +$9.95K | ﹤0.01% | 1721 |
|
|
2024
Q3 | $52.2K | Buy |
668
+556
| +496% | +$43.4K | ﹤0.01% | 1619 |
|
|
2024
Q2 | $7.96K | Buy |
+112
| New | +$7.96K | ﹤0.01% | 1823 |
|
|
2023
Q1 | – | Sell |
-85
| Closed | -$5K | – | 627 |
|
|
2022
Q4 | $5K | Buy |
+85
| New | +$5K | ﹤0.01% | 537 |
|
|
2022
Q2 | – | Sell |
-38
| Closed | -$2K | – | 754 |
|
|
2022
Q1 | $2K | Sell |
38
-7
| -16% | -$368 | ﹤0.01% | 644 |
|
|
2021
Q4 | $2K | Buy |
45
+22
| +96% | +$978 | ﹤0.01% | 716 |
|
|
2021
Q3 | $1K | Buy |
+23
| New | +$1K | ﹤0.01% | 634 |
|