Clearstead Trust’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 | $75.8K | Buy |
2,578
+1,185
| +85% | +$34.8K | 0.01% | 273 |
|
|
2025
Q1 | $39.7K | Buy |
+1,393
| New | +$39.7K | 0.01% | 294 |
|
|
2019
Q2 | – | Sell |
-10,731
| Closed | -$215K | – | 199 |
|
|
2019
Q1 | $215K | Hold |
10,731
| – | – | 0.18% | 91 |
|
|
2018
Q4 | $165K | Sell |
10,731
-15,218
| -59% | -$234K | 0.15% | 101 |
|
|
2018
Q3 | $460K | Sell |
25,949
-1,885
| -7% | -$33.4K | 0.35% | 58 |
|
|
2018
Q2 | $492K | Sell |
27,834
-17,265
| -38% | -$305K | 0.44% | 50 |
|
|
2018
Q1 | $679K | Buy |
45,099
+70
| +0.2% | +$1.05K | 0.58% | 48 |
|
|
2017
Q4 | $814K | Sell |
45,029
-9,041
| -17% | -$163K | 0.56% | 54 |
|
|
2017
Q3 | $1.04M | Sell |
54,070
-2,866
| -5% | -$55K | 0.77% | 49 |
|
|
2017
Q2 | $1.09M | Buy |
56,936
+9,409
| +20% | +$180K | 0.86% | 42 |
|
|
2017
Q1 | $1.03M | Sell |
47,527
-898
| -2% | -$19.5K | 0.86% | 44 |
|
|
2016
Q4 | $1M | Buy |
+48,425
| New | +$1M | 0.9% | 39 |
|