Cerity Partners’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 | $23M | Buy |
783,883
+6,574
| +0.8% | +$193K | 0.04% | 333 |
|
|
2025
Q1 | $22.2M | Buy |
777,309
+12,797
| +2% | +$365K | 0.04% | 312 |
|
|
2024
Q4 | $20.6M | Sell |
764,512
-13,962
| -2% | -$376K | 0.04% | 309 |
|
|
2024
Q3 | $17.2M | Buy |
778,474
+60,516
| +8% | +$1.34M | 0.04% | 350 |
|
|
2024
Q2 | $14.3M | Sell |
717,958
-52,600
| -7% | -$1.05M | 0.04% | 339 |
|
|
2024
Q1 | $14.1M | Buy |
770,558
+87,358
| +13% | +$1.6M | 0.04% | 371 |
|
|
2023
Q4 | $12.1M | Buy |
683,200
+17,256
| +3% | +$304K | 0.04% | 331 |
|
|
2023
Q3 | $11M | Sell |
665,944
-313,575
| -32% | -$5.2M | 0.05% | 276 |
|
|
2023
Q2 | $16.9M | Sell |
979,519
-581,689
| -37% | -$10M | 0.07% | 258 |
|
|
2023
Q1 | $57.3M | Buy |
1,561,208
+74,461
| +5% | +$2.73M | 0.14% | 113 |
|
|
2022
Q4 | $26.9M | Buy |
1,486,747
+920,813
| +163% | +$16.6M | 0.17% | 131 |
|
|
2022
Q3 | $9.42M | Buy |
565,934
+14,970
| +3% | +$249K | 0.11% | 161 |
|
|
2022
Q2 | $9.21M | Sell |
550,964
-73,118
| -12% | -$1.22M | 0.1% | 174 |
|
|
2022
Q1 | $11.8M | Buy |
624,082
+199,223
| +47% | +$3.77M | 0.18% | 109 |
|
|
2021
Q4 | $6.74M | Sell |
424,859
-12,968
| -3% | -$206K | 0.1% | 164 |
|
|
2021
Q3 | $7.33M | Buy |
437,827
+154,605
| +55% | +$2.59M | 0.16% | 126 |
|
|
2021
Q2 | $5.16M | Buy |
283,222
+18,255
| +7% | +$333K | 0.11% | 159 |
|
|
2021
Q1 | $4.41M | Buy |
264,967
+249,636
| +1,628% | +$4.16M | 0.1% | 159 |
|
|
2020
Q4 | $210K | Sell |
15,331
-228
| -1% | -$3.12K | 0.01% | 589 |
|
|
2020
Q3 | $192K | Buy |
15,559
+3,661
| +31% | +$45.2K | 0.01% | 468 |
|
|
2020
Q2 | $180K | Sell |
11,898
-6,413
| -35% | -$97K | 0.01% | 427 |
|
|
2020
Q1 | $255K | Sell |
18,311
-2,996
| -14% | -$41.7K | 0.02% | 374 |
|
|
2019
Q4 | $451K | Buy |
21,307
+2,522
| +13% | +$53.4K | 0.02% | 353 |
|
|
2019
Q3 | $387K | Sell |
18,785
-6,699
| -26% | -$138K | 0.02% | 354 |
|
|
2019
Q2 | $532K | Buy |
25,484
+688
| +3% | +$14.4K | 0.03% | 308 |
|
|
2019
Q1 | $496K | Sell |
24,796
-4,011
| -14% | -$80.2K | 0.03% | 329 |
|
|
2018
Q4 | $443K | Buy |
28,807
+1,638
| +6% | +$25.2K | 0.03% | 332 |
|
|
2018
Q3 | $482K | Buy |
27,169
+761
| +3% | +$13.5K | 0.03% | 339 |
|
|
2018
Q2 | $467K | Sell |
26,408
-6,565
| -20% | -$116K | 0.03% | 342 |
|
|
2018
Q1 | $497K | Sell |
32,973
-69,700
| -68% | -$1.05M | 0.04% | 332 |
|
|
2017
Q4 | $1.86M | Buy |
102,673
+78,620
| +327% | +$1.42M | 0.12% | 161 |
|
|
2017
Q3 | $461K | Buy |
+24,053
| New | +$461K | 0.03% | 335 |
|