J.W. Cole 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 | $3.2M | Buy |
109,004
+11,870
| +12% | +$349K | 0.07% | 280 |
|
|
2025
Q1 | $2.77M | Buy |
97,134
+64,541
| +198% | +$1.84M | 0.09% | 237 |
|
|
2024
Q4 | $893K | Buy |
32,593
+9,090
| +39% | +$249K | 0.04% | 445 |
|
|
2024
Q3 | $519K | Sell |
23,503
-600
| -2% | -$13.3K | 0.02% | 582 |
|
|
2024
Q2 | $479K | Buy |
24,103
+2,385
| +11% | +$47.4K | 0.02% | 531 |
|
|
2024
Q1 | $398K | Buy |
21,718
+8,828
| +68% | +$162K | 0.02% | 594 |
|
|
2023
Q4 | $227K | Sell |
12,890
-404
| -3% | -$7.13K | 0.01% | 719 |
|
|
2023
Q3 | $220K | Sell |
13,294
-418
| -3% | -$6.93K | 0.02% | 652 |
|
|
2023
Q2 | $236K | Buy |
13,712
+147
| +1% | +$2.53K | 0.02% | 653 |
|
|
2023
Q1 | $238K | Sell |
13,565
-1,828
| -12% | -$32K | 0.02% | 677 |
|
|
2022
Q4 | $278K | Buy |
15,393
+606
| +4% | +$11K | 0.02% | 587 |
|
|
2022
Q3 | $246K | Buy |
14,787
+1,018
| +7% | +$16.9K | 0.02% | 603 |
|
|
2022
Q2 | $231K | Sell |
13,769
-70
| -0.5% | -$1.17K | 0.02% | 626 |
|
|
2022
Q1 | $262K | Buy |
13,839
+3,641
| +36% | +$68.9K | 0.02% | 666 |
|
|
2021
Q4 | $162K | Sell |
10,198
-406
| -4% | -$6.45K | 0.01% | 797 |
|
|
2021
Q3 | $177K | Sell |
10,604
-13,379
| -56% | -$223K | 0.01% | 450 |
|
|
2021
Q2 | $437K | Buy |
23,983
+11,850
| +98% | +$216K | 0.03% | 470 |
|
|
2021
Q1 | $202K | Buy |
12,133
+547
| +5% | +$9.11K | 0.02% | 626 |
|
|
2020
Q4 | $158K | Sell |
11,586
-54,178
| -82% | -$739K | 0.02% | 608 |
|
|
2020
Q3 | $811K | Buy |
+65,764
| New | +$811K | 0.06% | 299 |
|
|
2020
Q1 | – | Sell |
-12,655
| Closed | -$268K | – | 324 |
|
|
2019
Q4 | $268K | Buy |
+12,655
| New | +$268K | 0.03% | 443 |
|