LRI Investments’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
$32.8K Sell
298
-13
-4% -$1.43K ﹤0.01% 619
2025
Q1
$30K Hold
311
﹤0.01% 609
2024
Q4
$30.9K Hold
311
﹤0.01% 597
2024
Q3
$30.9K Hold
311
﹤0.01% 585
2024
Q2
$22.1K Hold
311
﹤0.01% 589
2024
Q1
$19K Buy
+311
New +$19K ﹤0.01% 385