LPL Financial’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 | $13.7M | Buy |
124,777
+15,315
| +14% | +$1.68M | ﹤0.01% | 1494 |
|
2025
Q1 | $10.6M | Buy |
109,462
+27,860
| +34% | +$2.69M | ﹤0.01% | 1561 |
|
2024
Q4 | $8.11M | Buy |
81,602
+15,733
| +24% | +$1.56M | ﹤0.01% | 1693 |
|
2024
Q3 | $5.18M | Buy |
65,869
+19,568
| +42% | +$1.54M | ﹤0.01% | 1953 |
|
2024
Q2 | $3.29M | Buy |
46,301
+9,412
| +26% | +$669K | ﹤0.01% | 2168 |
|
2024
Q1 | $2.25M | Buy |
36,889
+171
| +0.5% | +$10.4K | ﹤0.01% | 2425 |
|
2023
Q4 | $2.01M | Buy |
36,718
+777
| +2% | +$42.6K | ﹤0.01% | 2381 |
|
2023
Q3 | $1.9M | Sell |
35,941
-818
| -2% | -$43.3K | ﹤0.01% | 2317 |
|
2023
Q2 | $1.82M | Buy |
36,759
+127
| +0.3% | +$6.3K | ﹤0.01% | 2324 |
|
2023
Q1 | $1.81M | Buy |
36,632
+1,840
| +5% | +$90.8K | ﹤0.01% | 2218 |
|
2022
Q4 | $1.92M | Sell |
34,792
-1,127
| -3% | -$62.3K | ﹤0.01% | 2101 |
|
2022
Q3 | $1.86M | Sell |
35,919
-963
| -3% | -$50K | ﹤0.01% | 2040 |
|
2022
Q2 | $1.81M | Buy |
+36,882
| New | +$1.81M | ﹤0.01% | 2095 |
|
2022
Q1 | – | Sell |
-33,512
| Closed | -$1.61M | – | 4228 |
|
2021
Q4 | $1.61M | Buy |
33,512
+1,698
| +5% | +$81.5K | ﹤0.01% | 2246 |
|
2021
Q3 | $1.47M | Buy |
+31,814
| New | +$1.47M | ﹤0.01% | 2274 |
|