Bogart Wealth LLC’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
$12.4M Buy
422,080
+11,411
+3% +$335K 0.53% 40
2025
Q1
$11.7M Buy
410,669
+405,814
+8,359% +$11.6M 0.55% 41
2024
Q4
$133K Buy
4,855
+366
+8% +$10K 0.01% 261
2024
Q3
$99.2K Buy
4,489
+102
+2% +$2.25K ﹤0.01% 311
2024
Q2
$87.2K Buy
4,387
+89
+2% +$1.77K ﹤0.01% 315
2024
Q1
$78.8K Buy
4,298
+145
+3% +$2.66K ﹤0.01% 310
2023
Q4
$73.3K Hold
4,153
﹤0.01% 311
2023
Q3
$68.9K Buy
4,153
+141
+4% +$2.34K ﹤0.01% 292
2023
Q2
$69.1K Hold
4,012
﹤0.01% 290
2023
Q1
$70.3K Sell
4,012
-1
-0% -$18 ﹤0.01% 276
2022
Q4
$72.5K Buy
4,013
+1
+0% +$18 0.01% 258
2022
Q3
$67K Sell
4,012
-628
-14% -$10.5K 0.01% 261
2022
Q2
$78K Sell
4,640
-657
-12% -$11K 0.01% 233
2022
Q1
$100K Sell
5,297
-657
-11% -$12.4K 0.01% 211
2021
Q4
$94K Hold
5,954
0.01% 207
2021
Q3
$100K Hold
5,954
0.01% 186
2021
Q2
$109K Buy
5,954
+1,315
+28% +$24.1K 0.01% 173
2021
Q1
$77K Buy
4,639
+4,001
+627% +$66.4K 0.01% 197
2020
Q4
$8K Hold
638
﹤0.01% 348
2020
Q3
$7K Hold
638
﹤0.01% 342
2020
Q2
$10K Hold
638
﹤0.01% 285
2020
Q1
$9K Sell
638
-528
-45% -$7.45K ﹤0.01% 274
2019
Q4
$25K Hold
1,166
0.01% 220
2019
Q3
$24K Hold
1,166
0.01% 204
2019
Q2
$24K Sell
1,166
-1,431
-55% -$29.5K 0.01% 190
2019
Q1
$51K Hold
2,597
0.02% 139
2018
Q4
$39K Buy
2,597
+1,969
+314% +$29.6K 0.02% 159
2018
Q3
$11K Hold
628
0.01% 224
2018
Q2
$11K Hold
628
0.01% 233
2018
Q1
$10K Hold
628
0.01% 232
2017
Q4
$11K Hold
628
0.01% 225
2017
Q3
$12K Buy
+628
New +$12K 0.01% 218