Sequoia 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
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|
2025
Q1 | $684K | Sell |
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|
2024
Q4 | $822K | Buy |
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|
2024
Q3 | $636K | Buy |
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|
2024
Q2 | $468K | Sell |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $332K | Buy |
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|
2023
Q3 | $262K | Sell |
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|
2023
Q2 | $247K | Buy |
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|
2023
Q1 | $238K | Buy |
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|
2022
Q4 | $257K | Buy |
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|
2022
Q3 | $202K | Sell |
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|
2022
Q2 | $201K | Sell |
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|
2022
Q1 | $331K | Sell |
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|
2021
Q4 | $325K | Buy |
|