Capital Asset 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
Sell
-10,958
Closed -$317K 291
2025
Q1
$317K Sell
10,958
-1,318
-11% -$38.1K 0.02% 217
2024
Q4
$347K Sell
12,276
-67
-0.5% -$1.89K 0.02% 231
2024
Q3
$288K Buy
12,343
+92
+0.8% +$2.15K 0.01% 254
2024
Q2
$245K Sell
12,251
-328
-3% -$6.56K 0.01% 276
2024
Q1
$232K Sell
12,579
-4,264
-25% -$78.7K 0.01% 286
2023
Q4
$297K Sell
16,843
-2,647
-14% -$46.7K 0.02% 240
2023
Q3
$328K Sell
19,490
-1,957
-9% -$33K 0.02% 231
2023
Q2
$369K Sell
21,447
-864
-4% -$14.9K 0.03% 226
2023
Q1
$391K Sell
22,311
-1,861
-8% -$32.6K 0.03% 226
2022
Q4
$456K Sell
24,172
-3,463
-13% -$65.4K 0.04% 219
2022
Q3
$460K Sell
27,635
-8,152
-23% -$136K 0.06% 183
2022
Q2
$600K Buy
35,787
+545
+2% +$9.14K 0.07% 204
2022
Q1
$666K Sell
35,242
-4,354
-11% -$82.3K 0.07% 208
2021
Q4
$628K Buy
39,596
+3,862
+11% +$61.3K 0.07% 216
2021
Q3
$598K Buy
35,734
+394
+1% +$6.59K 0.07% 223
2021
Q2
$644K Buy
35,340
+7,805
+28% +$142K 0.07% 203
2021
Q1
$458K Buy
27,535
+2,184
+9% +$36.3K 0.07% 268
2020
Q4
$347K Buy
25,351
+5,064
+25% +$69.3K 0.06% 258
2020
Q3
$250K Sell
20,287
-7,144
-26% -$88K 0.05% 269
2020
Q2
$403K Buy
27,431
+796
+3% +$11.7K 0.09% 207
2020
Q1
$399K Buy
26,635
+11,137
+72% +$167K 0.11% 162
2019
Q4
$336K Buy
+15,498
New +$336K 0.08% 247