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