Steward Partners Investment Advisory’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	$279K	Buy	2,075 +1,201	+137%	+$157K	﹤0.01%	1837
2025 Q4	$105K	Sell	874 -300	-26%	-$34.5K	﹤0.01%	2265
2025 Q3	$133K	Buy	1,174 +204	+21%	+$21.3K	﹤0.01%	2074
2025 Q2	$107K	Buy	970 +130	+15%	+$13.2K	﹤0.01%	2073
2025 Q1	$81K	Buy	840 +159	+23%	+$15.9K	﹤0.01%	2138
2024 Q4	$67.7K	Buy	681 +41	+6%	+$3.9K	﹤0.01%	2179
2024 Q3	$50.3K	Buy	640 +200	+45%	+$14.9K	﹤0.01%	2236
2024 Q2	$31.3K	Buy	440 +200	+83%	+$13.1K	﹤0.01%	2322
2024 Q1	$14.7K	Sell	240 -50	-17%	-$2.78K	﹤0.01%	2650
2023 Q4	$15.9K	Hold	290	–	–	﹤0.01%	2511
2023 Q3	$15.3K	Buy	290 +50	+21%	+$2.61K	﹤0.01%	2430
2023 Q2	$11.9K	Buy	240 +50	+26%	+$2.39K	﹤0.01%	2515
2023 Q1	$9.38K	Hold	190	–	–	﹤0.01%	2567
2022 Q4	$10.5K	Hold	190	–	–	﹤0.01%	2522
2022 Q3	$10K	Hold	190	–	–	﹤0.01%	2528
2022 Q2	$9K	Hold	190	–	–	﹤0.01%	2543
2022 Q1	$10K	Hold	190	–	–	﹤0.01%	2651
2021 Q4	$9K	Sell	190 -125	-40%	-$5.99K	﹤0.01%	2632
2021 Q3	$15K	Buy	+315	New	+$13.8K	﹤0.01%	2445