Financial Advocates Investment Management’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 | – | Sell |
-8,348
| Closed | -$238K | – | 688 |
|
2025
Q1 | $238K | Sell |
8,348
-350
| -4% | -$9.99K | 0.02% | 622 |
|
2024
Q4 | $238K | Sell |
8,698
-9,223
| -51% | -$253K | 0.01% | 657 |
|
2024
Q3 | $396K | Buy |
17,921
+17
| +0.1% | +$376 | 0.02% | 527 |
|
2024
Q2 | $356K | Sell |
17,904
-1,553
| -8% | -$30.9K | 0.02% | 535 |
|
2024
Q1 | $357K | Buy |
19,457
+861
| +5% | +$15.8K | 0.02% | 534 |
|
2023
Q4 | $328K | Buy |
18,596
+1,965
| +12% | +$34.7K | 0.02% | 527 |
|
2023
Q3 | $276K | Buy |
16,631
+38
| +0.2% | +$630 | 0.02% | 548 |
|
2023
Q2 | $286K | Buy |
16,593
+29
| +0.2% | +$499 | 0.02% | 535 |
|
2023
Q1 | $290K | Buy |
16,564
+490
| +3% | +$8.58K | 0.02% | 560 |
|
2022
Q4 | $291K | Buy |
16,074
+152
| +1% | +$2.75K | 0.02% | 565 |
|
2022
Q3 | $265K | Buy |
15,922
+822
| +5% | +$13.7K | 0.02% | 582 |
|
2022
Q2 | $253K | Sell |
15,100
-6,584
| -30% | -$110K | 0.02% | 555 |
|
2022
Q1 | $411K | Buy |
21,684
+7,271
| +50% | +$138K | 0.03% | 490 |
|
2021
Q4 | $228K | Buy |
14,413
+509
| +4% | +$8.05K | 0.01% | 691 |
|
2021
Q3 | $232K | Buy |
+13,904
| New | +$232K | 0.02% | 666 |
|
2020
Q3 | – | Sell |
-12,387
| Closed | -$188K | – | 647 |
|
2020
Q2 | $188K | Buy |
12,387
+188
| +2% | +$2.85K | 0.02% | 554 |
|
2020
Q1 | $170K | Buy |
12,199
+169
| +1% | +$2.36K | 0.02% | 438 |
|
2019
Q4 | $255K | Sell |
12,030
-271
| -2% | -$5.74K | 0.03% | 424 |
|
2019
Q3 | $254K | Sell |
12,301
-957
| -7% | -$19.8K | 0.03% | 407 |
|
2019
Q2 | $277K | Buy |
13,258
+202
| +2% | +$4.22K | 0.03% | 378 |
|
2019
Q1 | $261K | Sell |
13,056
-1,622
| -11% | -$32.4K | 0.03% | 385 |
|
2018
Q4 | $226K | Sell |
14,678
-1,854
| -11% | -$28.5K | 0.03% | 389 |
|
2018
Q3 | $293K | Sell |
16,532
-347
| -2% | -$6.15K | 0.03% | 396 |
|
2018
Q2 | $294K | Buy |
16,879
+451
| +3% | +$7.86K | 0.04% | 371 |
|
2018
Q1 | $248K | Sell |
16,428
-328
| -2% | -$4.95K | 0.03% | 408 |
|
2017
Q4 | $302K | Buy |
+16,756
| New | +$302K | 0.04% | 357 |
|