Cary Street Partners Investment Advisory’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 | $244K | Buy |
8,308
+539
| +7% | +$15.8K | 0.12% | 191 |
|
|
2025
Q1 | $222K | Buy |
7,769
+1,944
| +33% | +$55.5K | 0.13% | 195 |
|
|
2024
Q4 | $160K | Sell |
5,825
-89,571
| -94% | -$2.45M | 0.1% | 214 |
|
|
2024
Q3 | $2.11M | Sell |
95,396
-786
| -0.8% | -$17.4K | 0.08% | 260 |
|
|
2024
Q2 | $1.91M | Buy |
96,182
+1,677
| +2% | +$33.3K | 0.08% | 258 |
|
|
2024
Q1 | $1.73M | Sell |
94,505
-11,054
| -10% | -$203K | 0.07% | 265 |
|
|
2023
Q4 | $1.86M | Sell |
105,559
-4,514
| -4% | -$79.6K | 0.09% | 238 |
|
|
2023
Q3 | $1.83M | Buy |
110,073
+86,598
| +369% | +$1.44M | 0.1% | 224 |
|
|
2023
Q2 | $404K | Buy |
23,475
+2,122
| +10% | +$36.5K | 0.03% | 391 |
|
|
2023
Q1 | $374K | Sell |
21,353
-1,750
| -8% | -$30.6K | 0.03% | 379 |
|
|
2022
Q4 | $418K | Sell |
23,103
-5,037
| -18% | -$91.1K | 0.03% | 362 |
|
|
2022
Q3 | $468K | Buy |
28,140
+7,498
| +36% | +$125K | 0.04% | 322 |
|
|
2022
Q2 | $346K | Buy |
20,642
+4,780
| +30% | +$80.1K | 0.03% | 340 |
|
|
2022
Q1 | $300K | Buy |
15,862
+1,988
| +14% | +$37.6K | 0.08% | 212 |
|
|
2021
Q4 | $220K | Buy |
+13,874
| New | +$220K | 0.06% | 242 |
|
|
2021
Q3 | – | Sell |
-10,207
| Closed | -$186K | – | 276 |
|
|
2021
Q2 | $186K | Buy |
10,207
+7,307
| +252% | +$133K | 0.06% | 248 |
|
|
2021
Q1 | $48K | Sell |
2,900
-11,785
| -80% | -$195K | 0.02% | 268 |
|
|
2020
Q4 | $201K | Sell |
14,685
-102,335
| -87% | -$1.4M | 0.04% | 335 |
|
|
2020
Q3 | $1.44M | Buy |
+117,020
| New | +$1.44M | 0.31% | 97 |
|