Concurrent Investment 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 | $3.58M | Sell |
121,776
-3,551
| -3% | -$104K | 0.07% | 288 |
|
|
2025
Q1 | $3.58M | Buy |
125,327
+11,046
| +10% | +$315K | 0.09% | 239 |
|
|
2024
Q4 | $3.13M | Buy |
114,281
+1,537
| +1% | +$42.1K | 0.08% | 237 |
|
|
2024
Q3 | $2.49M | Buy |
112,744
+5,235
| +5% | +$116K | 0.07% | 253 |
|
|
2024
Q2 | $2.14M | Buy |
107,509
+27,813
| +35% | +$553K | 0.07% | 254 |
|
|
2024
Q1 | $1.46M | Buy |
79,696
+11,323
| +17% | +$208K | 0.06% | 299 |
|
|
2023
Q4 | $1.21M | Buy |
+68,373
| New | +$1.21M | 0.06% | 300 |
|