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