Arkadios Wealth Advisors’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 | $8.59M | Buy |
292,264
+134,515
| +85% | +$3.95M | 0.25% | 74 |
|
|
2025
Q1 | $4.5M | Buy |
157,749
+76,660
| +95% | +$2.19M | 0.17% | 136 |
|
|
2024
Q4 | $2.22M | Sell |
81,089
-268
| -0.3% | -$7.34K | 0.12% | 162 |
|
|
2024
Q3 | $1.8M | Buy |
81,357
+2,446
| +3% | +$54K | 0.1% | 203 |
|
|
2024
Q2 | $1.57M | Buy |
78,911
+13,209
| +20% | +$262K | 0.11% | 201 |
|
|
2024
Q1 | $1.2M | Buy |
65,702
+5,748
| +10% | +$105K | 0.09% | 206 |
|
|
2023
Q4 | $1.06M | Buy |
59,954
+4,821
| +9% | +$85K | 0.09% | 213 |
|
|
2023
Q3 | $914K | Buy |
+55,133
| New | +$914K | 0.09% | 224 |
|
|
2022
Q1 | – | Sell |
-11,748
| Closed | -$186K | – | 596 |
|
|
2021
Q4 | $186K | Sell |
11,748
-17,913
| -60% | -$284K | 0.02% | 553 |
|
|
2021
Q3 | $496K | Sell |
29,661
-55,597
| -65% | -$930K | 0.07% | 291 |
|
|
2021
Q2 | $1.55M | Sell |
85,258
-55
| -0.1% | -$1K | 0.19% | 139 |
|
|
2021
Q1 | $1.42M | Buy |
85,313
+82,233
| +2,670% | +$1.37M | 0.23% | 112 |
|
|
2020
Q4 | $42K | Buy |
3,080
+1,131
| +58% | +$15.4K | 0.01% | 586 |
|
|
2020
Q3 | $25.1K | Buy |
1,949
+689
| +55% | +$8.86K | 0.01% | 553 |
|
|
2020
Q2 | $18.3K | Sell |
1,260
-342
| -21% | -$4.98K | 0.01% | 553 |
|
|
2020
Q1 | $22.3K | Buy |
1,602
+278
| +21% | +$3.87K | 0.01% | 465 |
|
|
2019
Q4 | $29K | Buy |
+1,324
| New | +$29K | 0.02% | 393 |
|