AE Wealth Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.2M Sell
40,789
-4,175
-9% -$123K 0.01% 677
2025
Q1
$1.28M Sell
44,964
-5,319
-11% -$152K 0.01% 656
2024
Q4
$1.38M Buy
50,283
+5,887
+13% +$161K 0.01% 632
2024
Q3
$981K Sell
44,396
-2,492
-5% -$55K 0.01% 694
2024
Q2
$932K Buy
46,888
+4,003
+9% +$79.5K 0.01% 713
2024
Q1
$787K Sell
42,885
-811,244
-95% -$14.9M 0.01% 708
2023
Q4
$14.9M Buy
854,129
+126,281
+17% +$2.2M 0.08% 304
2023
Q3
$12.1M Buy
727,848
+136,473
+23% +$2.26M 0.07% 334
2023
Q2
$10.2M Buy
591,375
+403,380
+215% +$6.95M 0.06% 365
2023
Q1
$3.29M Sell
187,995
-20,712
-10% -$363K 0.02% 629
2022
Q4
$3.77M Buy
208,707
+23,671
+13% +$428K 0.03% 548
2022
Q3
$3.08M Buy
185,036
+5,433
+3% +$90.4K 0.02% 564
2022
Q2
$3.01M Buy
179,603
+82,949
+86% +$1.39M 0.02% 537
2022
Q1
$1.83M Buy
96,654
+10,719
+12% +$203K 0.01% 722
2021
Q4
$1.36M Buy
85,935
+5,190
+6% +$82.3K 0.01% 820
2021
Q3
$1.35M Buy
80,745
+11,034
+16% +$185K 0.01% 774
2021
Q2
$1.27M Buy
69,711
+7,936
+13% +$145K 0.01% 757
2021
Q1
$1.03M Buy
61,775
+3,782
+7% +$63K 0.01% 751
2020
Q4
$793K Sell
57,993
-45,785
-44% -$626K 0.01% 785
2020
Q3
$1.28M Sell
103,778
-73,828
-42% -$911K 0.02% 559
2020
Q2
$2.69M Buy
177,606
+462
+0.3% +$7.01K 0.04% 334
2020
Q1
$2.47M Buy
177,144
+1,460
+0.8% +$20.3K 0.06% 263
2019
Q4
$3.72M Buy
175,684
+8,806
+5% +$186K 0.08% 225
2019
Q3
$3.44M Buy
166,878
+22,308
+15% +$460K 0.1% 187
2019
Q2
$3.02M Buy
144,570
+105,660
+272% +$2.21M 0.09% 177
2019
Q1
$779K Buy
38,910
+12,577
+48% +$252K 0.05% 252
2018
Q4
$405K Buy
26,333
+3,079
+13% +$47.4K 0.07% 288
2018
Q3
$412K Buy
23,254
+6,393
+38% +$113K 0.02% 369
2018
Q2
$298K Buy
16,861
+1,174
+7% +$20.7K 0.02% 334
2018
Q1
$236K Sell
15,687
-1,842
-11% -$27.7K 0.02% 369
2017
Q4
$317K Buy
17,529
+5,137
+41% +$92.9K 0.03% 306
2017
Q3
$238K Buy
+12,392
New +$238K 0.02% 352