Heritage 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 | $3.44K | Hold |
117
| – | – | ﹤0.01% | 481 |
|
|
2025
Q1 | $3.34K | Hold |
117
| – | – | ﹤0.01% | 479 |
|
|
2024
Q4 | $3.21K | Hold |
117
| – | – | ﹤0.01% | 530 |
|
|
2024
Q3 | $2.59K | Sell |
117
-137
| -54% | -$3.03K | ﹤0.01% | 536 |
|
|
2024
Q2 | $5.05K | Sell |
254
-100
| -28% | -$1.99K | ﹤0.01% | 449 |
|
|
2024
Q1 | $6.49K | Sell |
354
-2,646
| -88% | -$48.5K | ﹤0.01% | 459 |
|
|
2023
Q4 | $52.9K | Buy |
3,000
+2,998
| +149,900% | +$52.9K | ﹤0.01% | 331 |
|
|
2023
Q3 | $33 | Buy |
+2
| New | +$33 | ﹤0.01% | 513 |
|
|
2020
Q1 | – | Sell |
-739
| Closed | -$15.6K | – | 518 |
|
|
2019
Q4 | $15.6K | Buy |
739
+453
| +158% | +$9.59K | ﹤0.01% | 392 |
|
|
2019
Q3 | $5K | Hold |
286
| – | – | ﹤0.01% | 410 |
|
|
2019
Q2 | $5.97K | Sell |
286
-657
| -70% | -$13.7K | ﹤0.01% | 412 |
|
|
2019
Q1 | $18.9K | Hold |
943
| – | – | ﹤0.01% | 311 |
|
|
2018
Q4 | $14K | Buy |
+943
| New | +$14K | ﹤0.01% | 285 |
|