J.W. Cole Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
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|
2025
Q1 | $2.77M | Buy |
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|
2024
Q4 | $893K | Buy |
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|
2024
Q3 | $519K | Sell |
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|
2024
Q2 | $479K | Buy |
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|
2024
Q1 | $398K | Buy |
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|
2023
Q4 | $227K | Sell |
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|
2023
Q3 | $220K | Sell |
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|
2023
Q2 | $236K | Buy |
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|
2023
Q1 | $238K | Sell |
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|
2022
Q4 | $278K | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $262K | Buy |
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|
2021
Q4 | $162K | Sell |
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|
2021
Q3 | $177K | Sell |
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|
2021
Q2 | $437K | Buy |
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|
2021
Q1 | $202K | Buy |
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|
2020
Q4 | $158K | Sell |
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|
2020
Q3 | $811K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Buy |
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