Kestra Private Wealth Services’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
$7.35M Buy
249,872
+40,763
+19% +$1.2M 0.11% 221
2025
Q1
$5.97M Buy
209,109
+43,516
+26% +$1.24M 0.1% 230
2024
Q4
$4.54M Sell
165,593
-8,969
-5% -$246K 0.08% 263
2024
Q3
$3.86M Sell
174,562
-2,987
-2% -$66K 0.07% 278
2024
Q2
$3.53M Buy
177,549
+38,030
+27% +$756K 0.07% 271
2024
Q1
$2.56M Buy
139,519
+22,602
+19% +$415K 0.06% 314
2023
Q4
$2.06M Buy
116,917
+27,834
+31% +$491K 0.05% 340
2023
Q3
$1.48M Buy
89,083
+5,612
+7% +$93K 0.05% 372
2023
Q2
$1.44M Sell
83,471
-25,154
-23% -$433K 0.05% 359
2023
Q1
$1.9M Buy
108,625
+37,985
+54% +$665K 0.08% 278
2022
Q4
$1.28M Buy
70,640
+29,040
+70% +$525K 0.06% 318
2022
Q3
$692K Sell
41,600
-2,277
-5% -$37.9K 0.04% 410
2022
Q2
$735K Sell
43,877
-7,821
-15% -$131K 0.04% 399
2022
Q1
$978K Buy
51,698
+5,867
+13% +$111K 0.05% 383
2021
Q4
$727K Buy
45,831
+3,280
+8% +$52K 0.03% 481
2021
Q3
$712K Buy
42,551
+21,153
+99% +$354K 0.04% 452
2021
Q2
$390K Sell
21,398
-1,785
-8% -$32.5K 0.02% 580
2021
Q1
$386K Sell
23,183
-12,481
-35% -$208K 0.03% 522
2020
Q4
$484K Sell
35,664
-2,050
-5% -$27.8K 0.04% 442
2020
Q3
$465K Buy
+37,714
New +$465K 0.04% 396