Sequoia 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 | $1.33M | Buy |
12,098
+5,005
| +71% | +$550K | 0.01% | 588 |
|
|
2025
Q1 | $684K | Sell |
7,093
-1,173
| -14% | -$113K | 0.01% | 741 |
|
|
2024
Q4 | $822K | Buy |
8,266
+184
| +2% | +$18.3K | 0.01% | 643 |
|
|
2024
Q3 | $636K | Buy |
8,082
+1,494
| +23% | +$118K | 0.01% | 670 |
|
|
2024
Q2 | $468K | Sell |
6,588
-8
| -0.1% | -$568 | 0.01% | 710 |
|
|
2024
Q1 | $403K | Buy |
6,596
+537
| +9% | +$32.8K | 0.01% | 754 |
|
|
2023
Q4 | $332K | Buy |
6,059
+1,106
| +22% | +$60.6K | ﹤0.01% | 880 |
|
|
2023
Q3 | $262K | Sell |
4,953
-33
| -0.7% | -$1.75K | ﹤0.01% | 738 |
|
|
2023
Q2 | $247K | Buy |
4,986
+166
| +3% | +$8.23K | ﹤0.01% | 767 |
|
|
2023
Q1 | $238K | Buy |
4,820
+173
| +4% | +$8.54K | 0.01% | 705 |
|
|
2022
Q4 | $257K | Buy |
4,647
+763
| +20% | +$42.2K | 0.01% | 640 |
|
|
2022
Q3 | $202K | Sell |
3,884
-218
| -5% | -$11.3K | 0.01% | 489 |
|
|
2022
Q2 | $201K | Sell |
4,102
-1,997
| -33% | -$97.9K | 0.01% | 547 |
|
|
2022
Q1 | $331K | Sell |
6,099
-671
| -10% | -$36.4K | 0.01% | 475 |
|
|
2021
Q4 | $325K | Buy |
+6,770
| New | +$325K | 0.01% | 429 |
|