EverSource Wealth 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 | $397K | Buy |
13,519
+2,329
| +21% | +$68.5K | 0.02% | 537 |
|
|
2025
Q1 | $319K | Buy |
11,190
+1,655
| +17% | +$47.2K | 0.02% | 501 |
|
|
2024
Q4 | $261K | Sell |
9,535
-31
| -0.3% | -$849 | 0.01% | 550 |
|
|
2024
Q3 | $211K | Buy |
9,566
+69
| +0.7% | +$1.52K | 0.01% | 537 |
|
|
2024
Q2 | $201K | Buy |
9,497
+1,931
| +26% | +$40.8K | 0.01% | 556 |
|
|
2024
Q1 | $138K | Buy |
7,566
+3,468
| +85% | +$63.4K | 0.01% | 601 |
|
|
2023
Q4 | $72.3K | Buy |
4,098
+435
| +12% | +$7.67K | 0.01% | 761 |
|
|
2023
Q3 | $60.7K | Sell |
3,663
-1,421
| -28% | -$23.6K | 0.01% | 743 |
|
|
2023
Q2 | $87.5K | Sell |
5,084
-4,621
| -48% | -$79.6K | 0.01% | 625 |
|
|
2023
Q1 | $170K | Sell |
9,705
-4,530
| -32% | -$79.3K | 0.02% | 400 |
|
|
2022
Q4 | $257K | Buy |
14,235
+5,865
| +70% | +$106K | 0.04% | 312 |
|
|
2022
Q3 | $139K | Buy |
8,370
+6,500
| +348% | +$108K | 0.03% | 356 |
|
|
2022
Q2 | $32K | Buy |
1,870
+219
| +13% | +$3.75K | 0.01% | 710 |
|
|
2022
Q1 | $31K | Buy |
1,651
+38
| +2% | +$714 | 0.01% | 564 |
|
|
2021
Q4 | $26K | Buy |
+1,613
| New | +$26K | 0.01% | 584 |
|