CWS Financial 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 | $349K | Buy |
11,876
+3,597
| +43% | +$106K | 0.1% | 104 |
|
|
2025
Q1 | $236K | Hold |
8,279
| – | – | 0.07% | 121 |
|
|
2024
Q4 | $227K | Buy |
+8,279
| New | +$227K | 0.07% | 120 |
|
|
2024
Q1 | – | Sell |
-24,955
| Closed | -$440K | – | 128 |
|
|
2023
Q4 | $440K | Sell |
24,955
-1,474
| -6% | -$26K | 0.17% | 94 |
|
|
2023
Q3 | $438K | Buy |
26,429
+120
| +0.5% | +$1.99K | 0.18% | 89 |
|
|
2023
Q2 | $453K | Sell |
26,309
-1,192
| -4% | -$20.5K | 0.17% | 93 |
|
|
2023
Q1 | $482K | Buy |
27,501
+918
| +3% | +$16.1K | 0.19% | 83 |
|
|
2022
Q4 | $443K | Sell |
26,583
-618
| -2% | -$10.3K | 0.19% | 82 |
|
|
2022
Q3 | $453K | Hold |
27,201
| – | – | 0.22% | 82 |
|
|
2022
Q2 | $456K | Sell |
27,201
-2,603
| -9% | -$43.6K | 0.21% | 85 |
|
|
2022
Q1 | $564K | Hold |
29,804
| – | – | 0.21% | 76 |
|
|
2021
Q4 | $473K | Buy |
+29,804
| New | +$473K | 0.17% | 93 |
|
|
2021
Q2 | $534K | Buy |
29,289
+2,706
| +10% | +$49.3K | 0.21% | 73 |
|
|
2021
Q1 | $443K | Buy |
26,583
+2,116
| +9% | +$35.3K | 0.19% | 82 |
|
|
2020
Q4 | $334K | Sell |
24,467
-8,044
| -25% | -$110K | 0.19% | 93 |
|
|
2020
Q3 | $401K | Sell |
32,511
-318
| -1% | -$3.92K | 0.27% | 75 |
|
|
2020
Q2 | $498K | Buy |
32,829
+7,295
| +29% | +$111K | 0.36% | 63 |
|
|
2020
Q1 | $541K | Hold |
25,534
| – | – | 0.4% | 50 |
|
|
2019
Q4 | $541K | Buy |
+25,534
| New | +$541K | 0.39% | 51 |
|