Creative Planning’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
$15.5M Buy
526,212
+1,684
+0.3% +$49.5K 0.01% 395
2025
Q1
$15M Buy
524,528
+83,651
+19% +$2.39M 0.01% 381
2024
Q4
$12.1M Buy
440,877
+28,501
+7% +$781K 0.01% 398
2024
Q3
$9.11M Buy
412,376
+20,468
+5% +$452K 0.01% 465
2024
Q2
$7.79M Buy
391,908
+55,207
+16% +$1.1M 0.01% 485
2024
Q1
$6.18M Buy
336,701
+47,473
+16% +$871K 0.01% 543
2023
Q4
$5.1M Sell
289,228
-9,124
-3% -$161K 0.01% 560
2023
Q3
$4.95M Buy
298,352
+5,491
+2% +$91K 0.01% 541
2023
Q2
$5.04M Buy
292,861
+36,619
+14% +$631K 0.01% 517
2023
Q1
$4.49M Sell
256,242
-711
-0.3% -$12.5K 0.01% 534
2022
Q4
$4.65M Buy
256,953
+17,167
+7% +$310K 0.01% 508
2022
Q3
$3.99M Buy
239,786
+1,055
+0.4% +$17.6K 0.01% 491
2022
Q2
$4M Buy
238,731
+41,264
+21% +$692K 0.01% 514
2022
Q1
$3.73M Buy
197,467
+17,758
+10% +$336K 0.01% 527
2021
Q4
$2.85M Sell
179,709
-11,457
-6% -$182K ﹤0.01% 582
2021
Q3
$3.2M Buy
191,166
+20,907
+12% +$350K 0.01% 546
2021
Q2
$3.1M Sell
170,259
-5,270
-3% -$96.1K 0.01% 534
2021
Q1
$2.92M Buy
175,529
+12,133
+7% +$202K 0.01% 564
2020
Q4
$2.23M Sell
163,396
-13,188
-7% -$180K ﹤0.01% 621
2020
Q3
$2.19M Buy
176,584
+35,127
+25% +$435K 0.01% 529
2020
Q2
$2.15M Sell
141,457
-7,083
-5% -$107K 0.01% 467
2020
Q1
$2.07M Sell
148,540
-34,274
-19% -$477K 0.01% 426
2019
Q4
$3.87M Sell
182,814
-8,227
-4% -$174K 0.01% 339
2019
Q3
$3.94M Sell
191,041
-8,584
-4% -$177K 0.01% 335
2019
Q2
$4.17M Sell
199,625
-352
-0.2% -$7.35K 0.01% 321
2019
Q1
$4M Sell
199,977
-47,193
-19% -$944K 0.01% 311
2018
Q4
$3.8M Buy
247,170
+15,944
+7% +$245K 0.02% 295
2018
Q3
$4.1M Buy
231,226
+9,858
+4% +$175K 0.02% 312
2018
Q2
$3.91M Buy
221,368
+1,172
+0.5% +$20.7K 0.02% 315
2018
Q1
$3.32M Buy
220,196
+284
+0.1% +$4.28K 0.01% 336
2017
Q4
$3.97M Sell
219,912
-66,403
-23% -$1.2M 0.02% 290
2017
Q3
$5.49M Sell
286,315
-57,036
-17% -$1.09M 0.03% 220
2017
Q2
$6.58M Sell
343,351
-16,161
-4% -$310K 0.03% 185
2017
Q1
$7.82M Sell
359,512
-11,202
-3% -$244K 0.04% 162
2016
Q4
$7.68M Buy
370,714
+22,353
+6% +$463K 0.05% 159
2016
Q3
$8.06M Buy
348,361
+6,260
+2% +$145K 0.05% 142
2016
Q2
$6.4M Sell
342,101
-362
-0.1% -$6.78K 0.05% 146
2016
Q1
$6.12M Sell
342,463
-181,265
-35% -$3.24M 0.05% 143
2015
Q4
$7.81M Buy
523,728
+151,659
+41% +$2.26M 0.06% 117
2015
Q3
$10.3M Buy
372,069
+20,115
+6% +$557K 0.09% 94
2015
Q2
$13.5M Buy
351,954
+9,662
+3% +$371K 0.12% 82
2015
Q1
$14.4M Sell
342,292
-94,797
-22% -$3.99M 0.14% 75
2014
Q4
$18.5M Buy
437,089
+395,773
+958% +$16.7M 0.19% 57
2014
Q3
$1.58M Buy
41,316
+14,059
+52% +$539K 0.02% 292
2014
Q2
$988K Sell
27,257
-114
-0.4% -$4.13K 0.01% 389
2014
Q1
$889K Sell
27,371
-3,075
-10% -$99.9K 0.01% 407
2013
Q4
$1.1M Buy
30,446
+868
+3% +$31.2K 0.02% 282
2013
Q3
$1.05M Buy
29,578
+1,119
+4% +$39.8K 0.02% 252
2013
Q2
$1.09M Buy
+28,459
New +$1.09M 0.03% 214