Corient Private Wealth’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
$22.4M Buy
761,234
+149,568
+24% +$4.4M 0.02% 413
2025
Q1
$17.5M Sell
611,666
-146,933
-19% -$4.19M 0.03% 411
2024
Q4
$17.1M Sell
758,599
-17,649
-2% -$398K 0.03% 420
2024
Q3
$17.1M Buy
776,248
+36,615
+5% +$809K 0.03% 430
2024
Q2
$14.7M Buy
739,633
+86,458
+13% +$1.72M 0.03% 441
2024
Q1
$12M Sell
653,175
-280,015
-30% -$5.14M 0.02% 484
2023
Q4
$16.5M Sell
933,190
-17,521
-2% -$309K 0.03% 423
2023
Q3
$15.8M Buy
950,711
+13,755
+1% +$228K 0.04% 400
2023
Q2
$16.1M Buy
936,956
+86,819
+10% +$1.49M 0.04% 385
2023
Q1
$14.9M Buy
850,137
+403,373
+90% +$7.06M 0.04% 365
2022
Q4
$8.08M Buy
+446,764
New +$8.08M 0.03% 406