Avantax Advisory Services’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
$3.95M Buy
134,493
+34,828
+35% +$1.02M 0.02% 533
2025
Q1
$2.84M Buy
99,665
+8,566
+9% +$244K 0.02% 601
2024
Q4
$2.5M Sell
91,099
-28,859
-24% -$791K 0.02% 619
2024
Q3
$2.65M Buy
119,958
+10,751
+10% +$237K 0.02% 582
2024
Q2
$2.17M Buy
109,207
+55,920
+105% +$1.11M 0.02% 634
2024
Q1
$977K Sell
53,287
-3,254
-6% -$59.7K 0.01% 759
2023
Q4
$997K Buy
56,541
+3,285
+6% +$57.9K 0.01% 711
2023
Q3
$883K Sell
53,256
-37,602
-41% -$623K 0.01% 736
2023
Q2
$1.56M Buy
90,858
+471
+0.5% +$8.11K 0.02% 534
2023
Q1
$1.58M Sell
90,387
-8,798
-9% -$154K 0.02% 509
2022
Q4
$1.79M Buy
99,185
+4,402
+5% +$79.6K 0.02% 453
2022
Q3
$1.58M Sell
94,783
-61,205
-39% -$1.02M 0.02% 430
2022
Q2
$2.61M Buy
155,988
+62,654
+67% +$1.05M 0.04% 324
2022
Q1
$1.76M Buy
93,334
+19,441
+26% +$367K 0.02% 407
2021
Q4
$1.17M Buy
73,893
+2,609
+4% +$41.4K 0.02% 487
2021
Q3
$1.19M Buy
71,284
+1,125
+2% +$18.8K 0.02% 439
2021
Q2
$1.27M Buy
70,159
+11,232
+19% +$204K 0.02% 426
2021
Q1
$981K Buy
58,927
+13,785
+31% +$229K 0.02% 433
2020
Q4
$616K Sell
45,142
-80,311
-64% -$1.1M 0.01% 494
2020
Q3
$1.55M Buy
125,453
+89,352
+248% +$1.1M 0.02% 413
2020
Q2
$549K Buy
36,101
+991
+3% +$15.1K 0.02% 460
2020
Q1
$490K Sell
35,110
-90
-0.3% -$1.26K 0.01% 442
2019
Q4
$743K Buy
35,200
+18,822
+115% +$397K 0.02% 392
2019
Q3
$337K Sell
16,378
-2,573
-14% -$52.9K 0.01% 407
2019
Q2
$396K Buy
+18,951
New +$396K 0.02% 335