Legacy Capital Group California’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
$467K Buy
4,250
+326
+8% +$35.8K 0.13% 197
2025
Q1
$379K Buy
3,924
+554
+16% +$53.5K 0.13% 194
2024
Q4
$335K Buy
3,370
+387
+13% +$38.5K 0.1% 229
2024
Q3
$235K Buy
+2,983
New +$235K 0.08% 284