Clearstead Advisors’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 | $984K | Buy |
33,461
+2,364
| +8% | +$69.5K | 0.01% | 445 |
|
|
2025
Q1 | $887K | Sell |
31,097
-4,657
| -13% | -$133K | 0.01% | 442 |
|
|
2024
Q4 | $980K | Sell |
35,754
-5,568
| -13% | -$153K | 0.01% | 415 |
|
|
2024
Q3 | $913K | Sell |
41,322
-557
| -1% | -$12.3K | 0.01% | 436 |
|
|
2024
Q2 | $832K | Buy |
41,879
+40,627
| +3,245% | +$807K | 0.01% | 429 |
|
|
2024
Q1 | $24K | Buy |
1,252
+40
| +3% | +$766 | ﹤0.01% | 914 |
|
|
2023
Q4 | $21.4K | Sell |
1,212
-2,308
| -66% | -$40.7K | ﹤0.01% | 926 |
|
|
2023
Q3 | $58.4K | Buy |
3,520
+1,545
| +78% | +$25.6K | ﹤0.01% | 858 |
|
|
2023
Q2 | $34K | Sell |
1,975
-152
| -7% | -$2.62K | ﹤0.01% | 810 |
|
|
2023
Q1 | $37.2K | Buy |
2,127
+384
| +22% | +$6.72K | ﹤0.01% | 723 |
|
|
2022
Q4 | $31.5K | Sell |
1,743
-1,700
| -49% | -$30.7K | ﹤0.01% | 711 |
|
|
2022
Q3 | $57K | Buy |
3,443
+1,389
| +68% | +$23K | 0.01% | 586 |
|
|
2022
Q2 | $34K | Buy |
2,054
+594
| +41% | +$9.83K | ﹤0.01% | 697 |
|
|
2022
Q1 | $28K | Hold |
1,460
| – | – | ﹤0.01% | 786 |
|
|
2021
Q4 | $23K | Sell |
1,460
-645
| -31% | -$10.2K | ﹤0.01% | 790 |
|
|
2021
Q3 | $35K | Sell |
2,105
-915
| -30% | -$15.2K | ﹤0.01% | 667 |
|
|
2021
Q2 | $55K | Buy |
3,020
+258
| +9% | +$4.7K | ﹤0.01% | 539 |
|
|
2021
Q1 | $46K | Hold |
2,762
| – | – | ﹤0.01% | 555 |
|
|
2020
Q4 | $38K | Hold |
2,762
| – | – | ﹤0.01% | 549 |
|
|
2020
Q3 | $34K | Sell |
2,762
-1,079
| -28% | -$13.3K | ﹤0.01% | 518 |
|
|
2020
Q2 | $58K | Buy |
3,841
+2,824
| +278% | +$42.6K | 0.01% | 412 |
|
|
2020
Q1 | $14K | Buy |
+1,017
| New | +$14K | ﹤0.01% | 541 |
|
|
2017
Q4 | – | Sell |
-93,947
| Closed | -$1.8M | – | 242 |
|
|
2017
Q3 | $1.8M | Buy |
+93,947
| New | +$1.8M | 0.23% | 78 |
|