Kestra Advisory Services’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 | $643K | Sell |
5,850
-237
| -4% | -$26K | ﹤0.01% | 1797 |
|
|
2025
Q1 | $587K | Sell |
6,087
-766
| -11% | -$73.9K | ﹤0.01% | 1707 |
|
|
2024
Q4 | $681K | Buy |
6,853
+89
| +1% | +$8.85K | ﹤0.01% | 1650 |
|
|
2024
Q3 | $532K | Sell |
6,764
-310
| -4% | -$24.4K | ﹤0.01% | 1728 |
|
|
2024
Q2 | $502K | Buy |
7,074
+738
| +12% | +$52.4K | ﹤0.01% | 1767 |
|
|
2024
Q1 | $387K | Buy |
6,336
+1,710
| +37% | +$104K | ﹤0.01% | 1830 |
|
|
2023
Q4 | $254K | Buy |
4,626
+446
| +11% | +$24.4K | ﹤0.01% | 1959 |
|
|
2023
Q3 | $221K | Sell |
4,180
-665
| -14% | -$35.2K | ﹤0.01% | 1877 |
|
|
2023
Q2 | $240K | Buy |
4,845
+276
| +6% | +$13.7K | ﹤0.01% | 1794 |
|
|
2023
Q1 | $226K | Sell |
4,569
-2,721
| -37% | -$134K | ﹤0.01% | 1757 |
|
|
2022
Q4 | $403K | Sell |
7,290
-1,811
| -20% | -$100K | ﹤0.01% | 1539 |
|
|
2022
Q3 | $472K | Buy |
9,101
+574
| +7% | +$29.8K | 0.01% | 1351 |
|
|
2022
Q2 | $418K | Buy |
8,527
+2,331
| +38% | +$114K | ﹤0.01% | 1427 |
|
|
2022
Q1 | $336K | Buy |
6,196
+30
| +0.5% | +$1.63K | ﹤0.01% | 1524 |
|
|
2021
Q4 | $296K | Sell |
6,166
-625
| -9% | -$30K | ﹤0.01% | 1613 |
|
|
2021
Q3 | $314K | Buy |
+6,791
| New | +$314K | ﹤0.01% | 1641 |
|