Beacon Pointe Advisors’s Kinder Morgan KMI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$12M Sell
407,895
-88,065
-18% -$2.59M 0.13% 157
2025
Q1
$14.1M Buy
495,960
+60,636
+14% +$1.73M 0.16% 133
2024
Q4
$11.9M Buy
435,324
+8,626
+2% +$236K 0.13% 146
2024
Q3
$9.43M Sell
426,698
-21,511
-5% -$475K 0.11% 170
2024
Q2
$8.91M Sell
448,209
-23,922
-5% -$475K 0.11% 176
2024
Q1
$8.66M Buy
472,131
+54,574
+13% +$1M 0.1% 192
2023
Q4
$7.37M Buy
417,557
+161,109
+63% +$2.84M 0.09% 208
2023
Q3
$4.25M Buy
256,448
+190,052
+286% +$3.15M 0.05% 303
2023
Q2
$1.14M Sell
66,396
-9,713
-13% -$167K 0.02% 494
2023
Q1
$1.33M Buy
76,109
+1,729
+2% +$30.3K 0.02% 479
2022
Q4
$1.34M Buy
74,380
+18,845
+34% +$341K 0.03% 446
2022
Q3
$924K Buy
55,535
+11,466
+26% +$191K 0.02% 479
2022
Q2
$739K Sell
44,069
-12,714
-22% -$213K 0.02% 545
2022
Q1
$1.07M Buy
56,783
+24,836
+78% +$470K 0.01% 599
2021
Q4
$507K Sell
31,947
-20,353
-39% -$323K 0.01% 570
2021
Q3
$875K Buy
52,300
+20,132
+63% +$337K 0.02% 431
2021
Q2
$586K Buy
+32,168
New +$586K 0.02% 448