Herold 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
$828K Hold
28,172
0.17% 131
2025
Q1
$804K Sell
28,172
-183
-0.6% -$5.22K 0.18% 135
2024
Q4
$777K Sell
28,355
-259
-0.9% -$7.1K 0.17% 144
2024
Q3
$632K Sell
28,614
-52
-0.2% -$1.15K 0.14% 164
2024
Q2
$570K Sell
28,666
-142
-0.5% -$2.82K 0.13% 167
2024
Q1
$528K Buy
28,808
+1,203
+4% +$22.1K 0.13% 170
2023
Q4
$487K Sell
27,605
-690
-2% -$12.2K 0.13% 160
2023
Q3
$469K Sell
28,295
-822
-3% -$13.6K 0.14% 163
2023
Q2
$501K Sell
29,117
-2,700
-8% -$46.5K 0.15% 151
2023
Q1
$557K Buy
31,817
+14,695
+86% +$257K 0.19% 128
2022
Q4
$310K Buy
17,122
+4,828
+39% +$87.3K 0.13% 152
2022
Q3
$204K Buy
12,294
+250
+2% +$4.15K 0.1% 178
2022
Q2
$201K Sell
12,044
-500
-4% -$8.34K 0.09% 184
2022
Q1
$237K Hold
12,544
0.08% 183
2021
Q4
$198K Buy
12,544
+850
+7% +$13.4K 0.08% 200
2021
Q3
$195K Buy
+11,694
New +$195K 0.08% 201