Allworth Financial’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 | $3.36M | Buy |
114,411
+45,878
| +67% | +$1.35M | 0.02% | 378 |
|
2025
Q1 | $1.84M | Buy |
68,533
+48
| +0.1% | +$1.29K | 0.01% | 414 |
|
2024
Q4 | $2.11M | Buy |
68,485
+30,131
| +79% | +$927K | 0.01% | 389 |
|
2024
Q3 | $847K | Buy |
38,354
+5,834
| +18% | +$129K | 0.01% | 468 |
|
2024
Q2 | $699K | Buy |
32,520
+3,712
| +13% | +$79.8K | ﹤0.01% | 493 |
|
2024
Q1 | $528K | Sell |
28,808
-213
| -0.7% | -$3.91K | ﹤0.01% | 536 |
|
2023
Q4 | $512K | Sell |
29,021
-4,580
| -14% | -$80.8K | ﹤0.01% | 515 |
|
2023
Q3 | $557K | Sell |
33,601
-10,412
| -24% | -$173K | ﹤0.01% | 462 |
|
2023
Q2 | $758K | Buy |
44,013
+31,842
| +262% | +$548K | 0.01% | 423 |
|
2023
Q1 | $213K | Buy |
12,171
+935
| +8% | +$16.4K | ﹤0.01% | 638 |
|
2022
Q4 | $203K | Buy |
11,236
+1,107
| +11% | +$20K | ﹤0.01% | 626 |
|
2022
Q3 | $169K | Buy |
10,129
+1,347
| +15% | +$22.5K | ﹤0.01% | 629 |
|
2022
Q2 | $147K | Buy |
8,782
+1,909
| +28% | +$32K | ﹤0.01% | 625 |
|
2022
Q1 | $130K | Buy |
6,873
+4,812
| +233% | +$91K | ﹤0.01% | 657 |
|
2021
Q4 | $33K | Sell |
2,061
-817
| -28% | -$13.1K | ﹤0.01% | 952 |
|
2021
Q3 | $48K | Buy |
2,878
+722
| +33% | +$12K | ﹤0.01% | 793 |
|
2021
Q2 | $39K | Buy |
2,156
+116
| +6% | +$2.1K | ﹤0.01% | 678 |
|
2021
Q1 | $34K | Buy |
2,040
+916
| +81% | +$15.3K | ﹤0.01% | 657 |
|
2020
Q4 | $15K | Hold |
1,124
| – | – | ﹤0.01% | 741 |
|
2020
Q3 | $14K | Hold |
1,124
| – | – | ﹤0.01% | 639 |
|
2020
Q2 | $17K | Sell |
1,124
-294
| -21% | -$4.45K | ﹤0.01% | 620 |
|
2020
Q1 | $20K | Buy |
1,418
+578
| +69% | +$8.15K | ﹤0.01% | 559 |
|
2019
Q4 | $18K | Buy |
840
+302
| +56% | +$6.47K | ﹤0.01% | 541 |
|
2019
Q3 | $11K | Sell |
538
-561
| -51% | -$11.5K | ﹤0.01% | 563 |
|
2019
Q2 | $23K | Sell |
1,099
-406
| -27% | -$8.5K | ﹤0.01% | 437 |
|
2019
Q1 | $30K | Buy |
1,505
+1,292
| +607% | +$25.8K | ﹤0.01% | 395 |
|
2018
Q4 | $3K | Hold |
213
| – | – | ﹤0.01% | 686 |
|
2018
Q3 | $4K | Sell |
213
-92
| -30% | -$1.73K | ﹤0.01% | 691 |
|
2018
Q2 | $5K | Buy |
305
+92
| +43% | +$1.51K | ﹤0.01% | 638 |
|
2018
Q1 | $3K | Buy |
213
+200
| +1,538% | +$2.82K | ﹤0.01% | 661 |
|
2017
Q4 | $0 | Sell |
13
-543
| -98% | – | ﹤0.01% | 782 |
|
2017
Q3 | $11K | Buy |
556
+543
| +4,177% | +$10.7K | ﹤0.01% | 454 |
|
2017
Q2 | $0 | Sell |
13
-65
| -83% | – | ﹤0.01% | 792 |
|
2017
Q1 | $2K | Buy |
78
+65
| +500% | +$1.67K | ﹤0.01% | 651 |
|
2016
Q4 | $0 | Sell |
13
-109
| -89% | – | ﹤0.01% | 708 |
|
2016
Q3 | $3K | Buy |
122
+93
| +321% | +$2.29K | ﹤0.01% | 567 |
|
2016
Q2 | $0 | Sell |
29
-384
| -93% | – | ﹤0.01% | 659 |
|
2016
Q1 | $7K | Buy |
413
+216
| +110% | +$3.66K | ﹤0.01% | 418 |
|
2015
Q4 | $3K | Sell |
197
-5,750
| -97% | -$87.6K | ﹤0.01% | 503 |
|
2015
Q3 | $165K | Buy |
5,947
+13
| +0.2% | +$361 | 0.06% | 95 |
|
2015
Q2 | $228K | Buy |
5,934
+58
| +1% | +$2.23K | 0.08% | 87 |
|
2015
Q1 | $247K | Sell |
5,876
-2,437
| -29% | -$102K | 0.09% | 81 |
|
2014
Q4 | $352K | Buy |
+8,313
| New | +$352K | 0.13% | 59 |
|