Atria Investments’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
$3.02M Sell
102,695
-54,688
-35% -$1.61M 0.04% 560
2025
Q1
$4.49M Buy
157,383
+72,235
+85% +$2.06M 0.06% 406
2024
Q4
$2.33M Sell
85,148
-3,862
-4% -$106K 0.03% 618
2024
Q3
$1.97M Sell
89,010
-9,208
-9% -$203K 0.02% 675
2024
Q2
$1.95M Sell
98,218
-16,044
-14% -$319K 0.03% 655
2024
Q1
$2.1M Sell
114,262
-2,795
-2% -$51.3K 0.03% 633
2023
Q4
$2.06M Sell
117,057
-2,431
-2% -$42.9K 0.03% 586
2023
Q3
$1.98M Sell
119,488
-5,090
-4% -$84.4K 0.04% 569
2023
Q2
$2.15M Buy
124,578
+9,713
+8% +$167K 0.04% 524
2023
Q1
$2.01M Buy
114,865
+2,236
+2% +$39.2K 0.04% 538
2022
Q4
$2.04M Buy
112,629
+3,320
+3% +$60K 0.04% 501
2022
Q3
$1.82M Buy
109,309
+3,784
+4% +$63K 0.04% 515
2022
Q2
$1.77M Sell
105,525
-39,133
-27% -$656K 0.04% 541
2022
Q1
$2.74M Buy
144,658
+16,505
+13% +$312K 0.05% 463
2021
Q4
$2.03M Buy
+128,153
New +$2.03M 0.04% 559
2021
Q2
Sell
-61,930
Closed -$1.03M 778
2021
Q1
$1.03M Buy
+61,930
New +$1.03M 0.02% 692
2020
Q4
Sell
-105,899
Closed -$1.31M 686
2020
Q3
$1.31M Sell
105,899
-27,148
-20% -$335K 0.04% 473
2020
Q2
$2.02M Sell
133,047
-52,918
-28% -$803K 0.07% 305
2020
Q1
$2.59M Sell
185,965
-114,676
-38% -$1.6M 0.2% 108
2019
Q4
$6.37M Buy
300,641
+105,857
+54% +$2.24M 0.17% 122
2019
Q3
$4.02M Buy
194,784
+12,319
+7% +$254K 0.14% 143
2019
Q2
$3.67M Buy
182,465
+48,726
+36% +$980K 0.14% 141
2019
Q1
$2.68M Buy
133,739
+119,151
+817% +$2.38M 0.11% 167
2018
Q4
$224K Sell
14,588
-4,573
-24% -$70.2K 0.01% 771
2018
Q3
$340K Buy
+19,161
New +$340K 0.01% 722
2016
Q4
Sell
-43,951
Closed -$1.02M 660
2016
Q3
$1.02M Buy
43,951
+8,925
+25% +$207K 0.09% 188
2016
Q2
$653K Buy
35,026
+9,162
+35% +$171K 0.07% 212
2016
Q1
$462K Buy
+25,864
New +$462K 0.05% 261
2015
Q4
Sell
-17,863
Closed -$494K 410
2015
Q3
$494K Sell
17,863
-313
-2% -$8.66K 0.07% 196
2015
Q2
$698K Buy
18,176
+353
+2% +$13.6K 0.08% 191
2015
Q1
$750K Sell
17,823
-4,740
-21% -$199K 0.08% 184
2014
Q4
$955K Buy
22,563
+1,800
+9% +$76.2K 0.1% 165
2014
Q3
$796K Buy
20,763
+3,300
+19% +$127K 0.08% 212
2014
Q2
$633K Buy
17,463
+405
+2% +$14.7K 0.06% 241
2014
Q1
$554K Buy
17,058
+550
+3% +$17.9K 0.06% 270
2013
Q4
$594K Sell
16,508
-4,822
-23% -$174K 0.06% 264
2013
Q3
$759K Buy
21,330
+3,574
+20% +$127K 0.08% 214
2013
Q2
$677K Buy
+17,756
New +$677K 0.08% 150