Plante Moran Financial Advisors’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 | $510K | Sell |
4,639
-465
| -9% | -$51.1K | 0.04% | 84 |
|
|
2025
Q1 | $492K | Sell |
5,104
-94
| -2% | -$9.07K | 0.04% | 79 |
|
|
2024
Q4 | $517K | Buy |
5,198
+260
| +5% | +$25.9K | 0.04% | 81 |
|
|
2024
Q3 | $388K | Buy |
4,938
+482
| +11% | +$37.9K | 0.03% | 101 |
|
|
2024
Q2 | $316K | Hold |
4,456
| – | – | 0.03% | 121 |
|
|
2024
Q1 | $272K | Sell |
4,456
-100
| -2% | -$6.11K | 0.03% | 139 |
|
|
2023
Q4 | $250K | Buy |
4,556
+327
| +8% | +$17.9K | 0.03% | 139 |
|
|
2023
Q3 | $224K | Sell |
4,229
-359
| -8% | -$19K | 0.03% | 135 |
|
|
2023
Q2 | $227K | Hold |
4,588
| – | – | 0.03% | 136 |
|
|
2023
Q1 | $227K | Hold |
4,588
| – | – | 0.03% | 130 |
|
|
2022
Q4 | $254K | Hold |
4,588
| – | – | 0.04% | 131 |
|
|
2022
Q3 | $238K | Hold |
4,588
| – | – | 0.04% | 127 |
|
|
2022
Q2 | $225K | Sell |
4,588
-238
| -5% | -$11.7K | 0.04% | 137 |
|
|
2022
Q1 | $262K | Sell |
4,826
-274
| -5% | -$14.9K | 0.05% | 132 |
|
|
2021
Q4 | $245K | Sell |
5,100
-324
| -6% | -$15.6K | 0.04% | 162 |
|
|
2021
Q3 | $251K | Buy |
+5,424
| New | +$251K | 0.06% | 159 |
|