United Capital 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
$221K Buy
+2,012
New +$221K ﹤0.01% 1013
2025
Q1
Sell
-2,098
Closed -$209K 1069
2024
Q4
$209K Buy
+2,098
New +$209K ﹤0.01% 1000