Concord Wealth 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 | $63.4K | Sell |
2,155
-1,406
| -39% | -$41.3K | 0.01% | 320 |
|
|
2025
Q1 | $102K | Buy |
3,561
+260
| +8% | +$7.42K | 0.02% | 245 |
|
|
2024
Q4 | $90.4K | Hold |
3,301
| – | – | 0.01% | 259 |
|
|
2024
Q3 | $72.9K | Hold |
3,301
| – | – | 0.01% | 289 |
|
|
2024
Q2 | $65.6K | Sell |
3,301
-2,933
| -47% | -$58.3K | 0.01% | 280 |
|
|
2024
Q1 | $114K | Buy |
6,234
+2,492
| +67% | +$45.7K | 0.02% | 260 |
|
|
2023
Q4 | $66K | Sell |
3,742
-679
| -15% | -$12K | 0.01% | 320 |
|
|
2023
Q3 | $73.3K | Buy |
4,421
+6
| +0.1% | +$99 | 0.02% | 323 |
|
|
2023
Q2 | $76K | Buy |
4,415
+7
| +0.2% | +$121 | 0.02% | 302 |
|
|
2023
Q1 | $77.2K | Sell |
4,408
-4,028
| -48% | -$70.5K | 0.02% | 284 |
|
|
2022
Q4 | $153K | Buy |
+8,436
| New | +$153K | 0.05% | 194 |
|
|
2022
Q3 | – | Sell |
-8,991
| Closed | -$151K | – | 681 |
|
|
2022
Q2 | $151K | Buy |
8,991
+842
| +10% | +$14.1K | 0.04% | 198 |
|
|
2022
Q1 | $154K | Buy |
8,149
+6
| +0.1% | +$113 | 0.04% | 224 |
|
|
2021
Q4 | $129K | Buy |
8,143
+5,315
| +188% | +$84.2K | 0.03% | 270 |
|
|
2021
Q3 | $47K | Sell |
2,828
-4,350
| -61% | -$72.3K | 0.02% | 228 |
|
|
2021
Q2 | $131K | Hold |
7,178
| – | – | 0.04% | 193 |
|
|
2021
Q1 | $120K | Buy |
7,178
+7,176
| +358,800% | +$120K | 0.04% | 188 |
|
|
2020
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 687 |
|