Steward Partners Investment Advisory’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 | $107K | Buy |
970
+130
| +15% | +$14.3K | ﹤0.01% | 2073 |
|
|
2025
Q1 | $81K | Buy |
840
+159
| +23% | +$15.3K | ﹤0.01% | 2138 |
|
|
2024
Q4 | $67.7K | Buy |
681
+41
| +6% | +$4.08K | ﹤0.01% | 2179 |
|
|
2024
Q3 | $50.3K | Buy |
640
+200
| +45% | +$15.7K | ﹤0.01% | 2236 |
|
|
2024
Q2 | $31.3K | Buy |
440
+200
| +83% | +$14.2K | ﹤0.01% | 2322 |
|
|
2024
Q1 | $14.7K | Sell |
240
-50
| -17% | -$3.06K | ﹤0.01% | 2650 |
|
|
2023
Q4 | $15.9K | Hold |
290
| – | – | ﹤0.01% | 2511 |
|
|
2023
Q3 | $15.3K | Buy |
290
+50
| +21% | +$2.65K | ﹤0.01% | 2430 |
|
|
2023
Q2 | $11.9K | Buy |
240
+50
| +26% | +$2.48K | ﹤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% | -$5.92K | ﹤0.01% | 2632 |
|
|
2021
Q3 | $15K | Buy |
+315
| New | +$15K | ﹤0.01% | 2445 |
|