Steward Partners Investment Advisory’s DCP Midstream, LP DCP Stock Holding History

Steward Partners Investment Advisory’s Portfolio DCP Stock Details DCP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,314	Closed	-$222K	–	3410
2023 Q1	$222K	Sell	5,314 -878	-14%	-$36.6K	﹤0.01%	1235
2022 Q4	$240K	Buy	6,192 +1,346	+28%	+$52.1K	﹤0.01%	1170
2022 Q3	$182K	Buy	+4,846	New	+$170K	﹤0.01%	1240
2021 Q2	–	Sell	-1,400	Closed	-$30.3K	–	7499
2021 Q1	$30.3K	Buy	1,400 +1,392	+17,400%	+$30.6K	﹤0.01%	2261
2020 Q4	$0	Sell	8 -142	-95%	-$2.23K	﹤0.01%	3028
2020 Q3	$2K	Hold	150	–	–	﹤0.01%	2620
2020 Q2	$2K	Hold	150	–	–	﹤0.01%	2519
2020 Q1	$0	Hold	150	–	–	﹤0.01%	2756
2019 Q4	$3K	Hold	150	–	–	﹤0.01%	2394
2019 Q3	$3K	Hold	150	–	–	﹤0.01%	2389
2019 Q2	$4K	Buy	+150	New	+$4.68K	﹤0.01%	2312

Other funds holding DCP

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

Steward Partners Investment Advisory's DCP Position: Q2 2023 in Review

Steward Partners Investment Advisory sold out of DCP Midstream, LP (DCP) in Q2 2023, closing a stake of 5,314 shares — an estimated $222K sold.

Steward Partners Investment Advisory first reported a position in DCP in Q2 2019 and held it in 11 quarters. The position peaked at $240K in Q4 2022. 1 fund tracked by Wall St. Rank holds DCP as of Q2 2023.

Steward Partners Investment Advisory reported no remaining DCP Midstream, LP position as of Q2 2023 after selling out during the quarter.
Steward Partners Investment Advisory sold 5,314 DCP Midstream, LP shares in Q2 2023, an estimated $222K.
Steward Partners Investment Advisory first reported a position in DCP Midstream, LP in Q2 2019 and held it in 11 quarters.
Steward Partners Investment Advisory's DCP Midstream, LP position peaked at $240K in Q4 2022.
1 fund tracked by Wall St. Rank held DCP Midstream, LP as of Q2 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2023, filed 14 Aug 2023.