Clearstead Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Buy |
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|
2025
Q1 | $887K | Sell |
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|
2024
Q4 | $980K | Sell |
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|
2024
Q3 | $913K | Sell |
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|
2024
Q2 | $832K | Buy |
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|
2024
Q1 | $24K | Buy |
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|
2023
Q4 | $21.4K | Sell |
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|
2023
Q3 | $58.4K | Buy |
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|
2023
Q2 | $34K | Sell |
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|
2023
Q1 | $37.2K | Buy |
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|
2022
Q4 | $31.5K | Sell |
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|
2022
Q3 | $57K | Buy |
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|
2022
Q2 | $34K | Buy |
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|
2022
Q1 | $28K | Hold |
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|
2021
Q4 | $23K | Sell |
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|
2021
Q3 | $35K | Sell |
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|
2021
Q2 | $55K | Buy |
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|
2021
Q1 | $46K | Hold |
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|
2020
Q4 | $38K | Hold |
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|
2020
Q3 | $34K | Sell |
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|
2020
Q2 | $58K | Buy |
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|
2020
Q1 | $14K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.8M | Buy |
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