Gladstone Institutional Advisory’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 | $547K | Buy |
18,616
+1,413
| +8% | +$41.5K | 0.02% | 472 |
|
|
2025
Q1 | $491K | Buy |
17,203
+369
| +2% | +$10.5K | 0.02% | 473 |
|
|
2024
Q4 | $461K | Buy |
16,834
+1,553
| +10% | +$42.6K | 0.02% | 489 |
|
|
2024
Q3 | $338K | Buy |
15,281
+1,337
| +10% | +$29.5K | 0.02% | 544 |
|
|
2024
Q2 | $277K | Buy |
13,944
+913
| +7% | +$18.1K | 0.01% | 564 |
|
|
2024
Q1 | $239K | Sell |
13,031
-2,073
| -14% | -$38K | 0.01% | 576 |
|
|
2023
Q4 | $266K | Sell |
15,104
-1,993
| -12% | -$35.2K | 0.01% | 554 |
|
|
2023
Q3 | $283K | Sell |
17,097
-306
| -2% | -$5.07K | 0.02% | 508 |
|
|
2023
Q2 | $300K | Sell |
17,403
-5,187
| -23% | -$89.3K | 0.02% | 522 |
|
|
2023
Q1 | $396K | Buy |
22,590
+503
| +2% | +$8.81K | 0.03% | 464 |
|
|
2022
Q4 | $399K | Buy |
22,087
+97
| +0.4% | +$1.75K | 0.03% | 442 |
|
|
2022
Q3 | $366K | Buy |
21,990
+2,621
| +14% | +$43.6K | 0.03% | 452 |
|
|
2022
Q2 | $325K | Buy |
+19,369
| New | +$325K | 0.03% | 493 |
|
|
2022
Q1 | – | Sell |
-10,046
| Closed | -$159K | – | 736 |
|
|
2021
Q4 | $159K | Buy |
+10,046
| New | +$159K | 0.01% | 573 |
|
|
2021
Q3 | – | Sell |
-14,875
| Closed | -$271K | – | 577 |
|
|
2021
Q2 | $271K | Buy |
+14,875
| New | +$271K | 0.03% | 424 |
|
|
2019
Q3 | – | Sell |
-10,698
| Closed | -$223K | – | 292 |
|
|
2019
Q2 | $223K | Buy |
+10,698
| New | +$223K | 0.07% | 243 |
|