Atria Wealth Solutions’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
$1.55M Sell
52,785
-102,117
-66% -$3M 0.04% 492
2025
Q1
$4.42M Sell
154,902
-29,877
-16% -$852K 0.05% 373
2024
Q4
$5.06M Buy
184,779
+18,078
+11% +$495K 0.06% 346
2024
Q3
$3.68M Sell
166,701
-23,298
-12% -$515K 0.04% 427
2024
Q2
$3.78M Sell
189,999
-3,896
-2% -$77.4K 0.04% 408
2024
Q1
$3.56M Buy
193,895
+12,163
+7% +$223K 0.04% 440
2023
Q4
$3.21M Buy
181,732
+13,943
+8% +$246K 0.04% 443
2023
Q3
$2.78M Sell
167,789
-10,701
-6% -$177K 0.04% 460
2023
Q2
$3.07M Sell
178,490
-3,922
-2% -$67.5K 0.04% 435
2023
Q1
$3.19M Sell
182,412
-998
-0.5% -$17.5K 0.05% 393
2022
Q4
$3.32M Buy
183,410
+6,528
+4% +$118K 0.05% 355
2022
Q3
$2.94M Buy
176,882
+8,461
+5% +$141K 0.05% 351
2022
Q2
$2.82M Buy
168,421
+50,823
+43% +$852K 0.05% 343
2022
Q1
$2.22M Buy
+117,598
New +$2.22M 0.04% 457