Lake Street Private Wealth’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 | $641K | Sell |
21,805
-938
| -4% | -$27.6K | 0.09% | 134 |
|
|
2025
Q1 | $649K | Sell |
22,743
-331
| -1% | -$9.44K | 0.11% | 131 |
|
|
2024
Q4 | $632K | Buy |
23,074
+1,588
| +7% | +$43.5K | 0.1% | 132 |
|
|
2024
Q3 | $475K | Sell |
21,486
-11,866
| -36% | -$262K | 0.08% | 165 |
|
|
2024
Q2 | $663K | Buy |
33,352
+98
| +0.3% | +$1.95K | 0.09% | 188 |
|
|
2024
Q1 | $610K | Sell |
33,254
-612
| -2% | -$11.2K | 0.08% | 204 |
|
|
2023
Q4 | $597K | Sell |
33,866
-9,912
| -23% | -$175K | 0.09% | 192 |
|
|
2023
Q3 | $730K | Sell |
43,778
-160,026
| -79% | -$2.67M | 0.13% | 151 |
|
|
2023
Q2 | $3.51M | Buy |
203,804
+4,757
| +2% | +$81.9K | 0.62% | 44 |
|
|
2023
Q1 | $3.49M | Sell |
199,047
-3,484
| -2% | -$61K | 0.65% | 44 |
|
|
2022
Q4 | $3.66M | Sell |
202,531
-219
| -0.1% | -$3.96K | 0.76% | 36 |
|
|
2022
Q3 | $3.37M | Sell |
202,750
-14,641
| -7% | -$244K | 0.78% | 32 |
|
|
2022
Q2 | $3.64M | Buy |
217,391
+47,255
| +28% | +$792K | 0.77% | 33 |
|
|
2022
Q1 | $3.22M | Buy |
170,136
+17,704
| +12% | +$335K | 0.58% | 47 |
|
|
2021
Q4 | $2.42M | Buy |
152,432
+33,307
| +28% | +$528K | 0.42% | 64 |
|
|
2021
Q3 | $1.99M | Buy |
119,125
+11,239
| +10% | +$188K | 0.48% | 63 |
|
|
2021
Q2 | $1.99M | Buy |
107,886
+7,433
| +7% | +$137K | 0.51% | 61 |
|
|
2021
Q1 | $1.67M | Buy |
100,453
+19,271
| +24% | +$321K | 0.46% | 62 |
|
|
2020
Q4 | $1.11M | Sell |
81,182
-6,313
| -7% | -$86.3K | 0.32% | 81 |
|
|
2020
Q3 | $1.08M | Buy |
87,495
+2,691
| +3% | +$33.2K | 0.36% | 70 |
|
|
2020
Q2 | $1.29M | Buy |
84,804
+2,521
| +3% | +$38.2K | 0.48% | 61 |
|
|
2020
Q1 | $1.15M | Buy |
82,283
+25,454
| +45% | +$354K | 0.52% | 64 |
|
|
2019
Q4 | $1.2M | Buy |
56,829
+3,945
| +7% | +$83.5K | 0.46% | 73 |
|
|
2019
Q3 | $1.09M | Buy |
52,884
+2,236
| +4% | +$46.1K | 0.5% | 67 |
|
|
2019
Q2 | $1.06M | Sell |
50,648
-367
| -0.7% | -$7.67K | 0.62% | 56 |
|
|
2019
Q1 | $1.02M | Buy |
+51,015
| New | +$1.02M | 0.7% | 51 |
|