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
Q4
Sell
2025
Q3
$567K Sell
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