BRWA
B. Riley Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Buy |
+30,806
| New | +$906K | 0.04% | 364 |
|
|
2024
Q4 | $2.73M | Sell |
99,785
-27,435
| -22% | -$752K | 0.09% | 222 |
|
|
2024
Q3 | $2.85M | Sell |
127,220
-14,512
| -10% | -$325K | 0.08% | 241 |
|
|
2024
Q2 | $2.82M | Sell |
141,732
-49,293
| -26% | -$979K | 0.07% | 255 |
|
|
2024
Q1 | $3.17M | Buy |
191,025
+4,829
| +3% | +$80.1K | 0.09% | 228 |
|
|
2023
Q4 | $3.28M | Sell |
186,196
-4,829
| -3% | -$85.2K | 0.09% | 237 |
|
|
2023
Q3 | $3.17M | Buy |
191,025
+7,043
| +4% | +$117K | 0.09% | 228 |
|
|
2023
Q2 | $3.17M | Sell |
183,982
-22,587
| -11% | -$389K | 0.07% | 267 |
|
|
2023
Q1 | $3.62M | Sell |
206,569
-2,023
| -1% | -$35.4K | 0.1% | 214 |
|
|
2022
Q4 | $3.77M | Sell |
208,592
-105,844
| -34% | -$1.91M | 0.11% | 209 |
|
|
2022
Q3 | $5.23M | Buy |
314,436
+77,585
| +33% | +$1.29M | 0.16% | 141 |
|
|
2022
Q2 | $3.97M | Sell |
236,851
-484
| -0.2% | -$8.12K | 0.17% | 134 |
|
|
2022
Q1 | $4.49M | Buy |
237,335
+11,753
| +5% | +$222K | 0.15% | 147 |
|
|
2021
Q4 | $3.58M | Sell |
225,582
-3,129
| -1% | -$49.6K | 0.1% | 208 |
|
|
2021
Q3 | $3.83M | Sell |
228,711
-1,266
| -0.6% | -$21.2K | 0.12% | 184 |
|
|
2021
Q2 | $4.19M | Sell |
229,977
-1,181
| -0.5% | -$21.5K | 0.14% | 175 |
|
|
2021
Q1 | $3.85M | Buy |
231,158
+193,741
| +518% | +$3.23M | 0.14% | 173 |
|
|
2020
Q4 | $513K | Sell |
37,417
-15,057
| -29% | -$206K | 0.03% | 536 |
|
|
2020
Q3 | $655K | Buy |
52,474
+1,500
| +3% | +$18.7K | 0.03% | 437 |
|
|
2020
Q2 | $774K | Sell |
50,974
-6,655
| -12% | -$101K | 0.05% | 331 |
|
|
2020
Q1 | $804K | Buy |
57,629
+22,787
| +65% | +$318K | 0.07% | 278 |
|
|
2019
Q4 | $739K | Buy |
34,842
+5,885
| +20% | +$125K | 0.06% | 303 |
|
|
2019
Q3 | $598K | Buy |
28,957
+7,257
| +33% | +$150K | 0.06% | 342 |
|
|
2019
Q2 | $455K | Buy |
21,700
+3,431
| +19% | +$71.9K | 0.05% | 413 |
|
|
2019
Q1 | $367K | Buy |
18,269
+4,592
| +34% | +$92.2K | 0.05% | 427 |
|
|
2018
Q4 | $212K | Buy |
+13,677
| New | +$212K | 0.03% | 569 |
|
|
2017
Q2 | – | Sell |
-9,544
| Closed | -$208K | – | 542 |
|
|
2017
Q1 | $208K | Sell |
9,544
-1,278
| -12% | -$27.9K | 0.04% | 454 |
|
|
2016
Q4 | $225K | Sell |
10,822
-3,477
| -24% | -$72.3K | 0.05% | 421 |
|
|
2016
Q3 | $331K | Sell |
14,299
-1,565
| -10% | -$36.2K | 0.06% | 375 |
|
|
2016
Q2 | $297K | Sell |
15,864
-3,021
| -16% | -$56.6K | 0.06% | 397 |
|
|
2016
Q1 | $337K | Buy |
18,885
+1,130
| +6% | +$20.2K | 0.08% | 319 |
|
|
2015
Q4 | $265K | Sell |
17,755
-32,123
| -64% | -$479K | 0.05% | 408 |
|
|
2015
Q3 | $1.38M | Buy |
49,878
+13,833
| +38% | +$383K | 0.33% | 68 |
|
|
2015
Q2 | $1.39M | Sell |
36,045
-889
| -2% | -$34.2K | 0.34% | 70 |
|
|
2015
Q1 | $1.55M | Sell |
36,934
-14,192
| -28% | -$597K | 0.38% | 62 |
|
|
2014
Q4 | $10K | Buy |
51,126
+39,815
| +352% | +$7.79K | 0.21% | 94 |
|
|
2014
Q3 | $434K | Buy |
11,311
+8,790
| +349% | +$337K | 0.11% | 237 |
|
|
2014
Q2 | $91.4K | Buy |
+2,521
| New | +$91.4K | 0.02% | 767 |
|