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 |
|