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 |
|