Plante Moran Financial Advisors’s DT Midstream DTM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$587K	Hold	4,358	–	–	0.04%	81
2025 Q4	$522K	Sell	4,358 -281	-6%	-$32.3K	0.03%	92
2025 Q3	$525K	Hold	4,639	–	–	0.03%	84
2025 Q2	$510K	Sell	4,639 -465	-9%	-$47.1K	0.04%	84
2025 Q1	$492K	Sell	5,104 -94	-2%	-$9.4K	0.04%	79
2024 Q4	$517K	Buy	5,198 +260	+5%	+$24.8K	0.04%	81
2024 Q3	$388K	Buy	4,938 +482	+11%	+$36K	0.03%	101
2024 Q2	$316K	Hold	4,456	–	–	0.03%	121
2024 Q1	$272K	Sell	4,456 -100	-2%	-$5.57K	0.03%	139
2023 Q4	$250K	Buy	4,556 +327	+8%	+$18K	0.03%	139
2023 Q3	$224K	Sell	4,229 -359	-8%	-$18.7K	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%	-$13K	0.04%	137
2022 Q1	$262K	Sell	4,826 -274	-5%	-$14.3K	0.05%	132
2021 Q4	$245K	Sell	5,100 -324	-6%	-$15.5K	0.04%	162
2021 Q3	$251K	Buy	+5,424	New	+$237K	0.06%	159