CreativeOne 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 | $2.61M | Sell |
88,780
-23,595
| -21% | -$694K | 0.07% | 278 |
|
2025
Q1 | $3.21M | Sell |
112,375
-24,765
| -18% | -$707K | 0.1% | 205 |
|
2024
Q4 | $3.76M | Buy |
137,140
+27,819
| +25% | +$762K | 0.12% | 168 |
|
2024
Q3 | $2.41M | Buy |
109,321
+28,388
| +35% | +$627K | 0.08% | 233 |
|
2024
Q2 | $1.61M | Buy |
80,933
+5,630
| +7% | +$112K | 0.08% | 228 |
|
2024
Q1 | $1.38M | Buy |
75,303
+37,336
| +98% | +$685K | 0.06% | 305 |
|
2023
Q4 | $670K | Buy |
37,967
+10,522
| +38% | +$186K | 0.04% | 312 |
|
2023
Q3 | $455K | Sell |
27,445
-1,131
| -4% | -$18.8K | 0.03% | 352 |
|
2023
Q2 | $492K | Buy |
28,576
+10,159
| +55% | +$175K | 0.02% | 500 |
|
2023
Q1 | $322K | Buy |
18,417
+5,516
| +43% | +$96.4K | 0.02% | 611 |
|
2022
Q4 | $233K | Buy |
12,901
+1,045
| +9% | +$18.9K | 0.01% | 650 |
|
2022
Q3 | $197K | Buy |
11,856
+1,171
| +11% | +$19.5K | 0.01% | 667 |
|
2022
Q2 | $179K | Sell |
10,685
-1,926
| -15% | -$32.3K | 0.01% | 689 |
|
2022
Q1 | $239K | Buy |
12,611
+1,176
| +10% | +$22.3K | 0.01% | 651 |
|
2021
Q4 | $181K | Buy |
11,435
+999
| +10% | +$15.8K | 0.01% | 726 |
|
2021
Q3 | $174K | Buy |
+10,436
| New | +$174K | 0.01% | 672 |
|