Kovitz Investment Group Partners’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
$594K Buy
2025
Q1
$494K Buy
2024
Q4
$385K Sell
2024
Q3
$308K Sell
2024
Q2
$1.2M Sell
2024
Q1
$1.05M Buy