Clearview Wealth 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 | $460K | Sell |
15,640
-84
| -0.5% | -$2.47K | 0.32% | 64 |
|
|
2025
Q1 | $449K | Sell |
15,724
-441
| -3% | -$12.6K | 0.34% | 60 |
|
|
2024
Q4 | $443K | Sell |
16,165
-109
| -0.7% | -$2.99K | 0.34% | 57 |
|
|
2024
Q3 | $359K | Sell |
16,274
-613
| -4% | -$13.5K | 0.28% | 67 |
|
|
2024
Q2 | $336K | Sell |
16,887
-777
| -4% | -$15.4K | 0.29% | 69 |
|
|
2024
Q1 | $324K | Sell |
17,664
-561
| -3% | -$10.3K | 0.33% | 81 |
|
|
2023
Q4 | $321K | Sell |
18,225
-90
| -0.5% | -$1.59K | 0.37% | 88 |
|
|
2023
Q3 | $304K | Sell |
18,315
-542
| -3% | -$8.99K | 0.38% | 88 |
|
|
2023
Q2 | $325K | Sell |
18,857
-265
| -1% | -$4.56K | 0.33% | 83 |
|
|
2023
Q1 | $335K | Sell |
19,122
-7,674
| -29% | -$134K | 0.34% | 87 |
|
|
2022
Q4 | $484K | Sell |
26,796
-113
| -0.4% | -$2.04K | 0.37% | 63 |
|
|
2022
Q3 | $448K | Buy |
26,909
+845
| +3% | +$14.1K | 0.36% | 53 |
|
|
2022
Q2 | $437K | Buy |
26,064
+1,189
| +5% | +$19.9K | 0.33% | 58 |
|
|
2022
Q1 | $470K | Buy |
24,875
+2,050
| +9% | +$38.7K | 0.31% | 55 |
|
|
2021
Q4 | $362K | Buy |
22,825
+2,665
| +13% | +$42.3K | 0.22% | 88 |
|
|
2021
Q3 | $337K | Buy |
20,160
+686
| +4% | +$11.5K | 0.21% | 88 |
|
|
2021
Q2 | $355K | Buy |
19,474
+63
| +0.3% | +$1.15K | 0.22% | 85 |
|
|
2021
Q1 | $323K | Sell |
19,411
-469
| -2% | -$7.8K | 0.21% | 91 |
|
|
2020
Q4 | $272K | Buy |
+19,880
| New | +$272K | 0.18% | 94 |
|