Laurel Wealth Advisors (North Carolina)’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 | $9.07M | Buy |
266,600
+257,532
| +2,840% | +$8.76M | 0.13% | 116 |
|
|
2025
Q1 | $259K | Hold |
9,068
| – | – | 0.04% | 160 |
|
|
2024
Q4 | $248K | Sell |
9,068
-1,000
| -10% | -$27.4K | 0.04% | 161 |
|
|
2024
Q3 | $222K | Buy |
10,068
+138
| +1% | +$3.05K | 0.04% | 168 |
|
|
2024
Q2 | $197K | Hold |
9,930
| – | – | 0.03% | 176 |
|
|
2024
Q1 | $182K | Buy |
9,930
+1,075
| +12% | +$19.7K | 0.03% | 183 |
|
|
2023
Q4 | $156K | Hold |
8,855
| – | – | 0.03% | 188 |
|
|
2023
Q3 | $147K | Hold |
8,855
| – | – | 0.03% | 185 |
|
|
2023
Q2 | $152K | Hold |
8,855
| – | – | 0.03% | 185 |
|
|
2023
Q1 | $155K | Buy |
8,855
+3,653
| +70% | +$64K | 0.03% | 188 |
|
|
2022
Q4 | $94.1K | Hold |
5,202
| – | – | 0.02% | 209 |
|
|
2022
Q3 | $87K | Hold |
5,202
| – | – | 0.02% | 208 |
|
|
2022
Q2 | $87K | Hold |
5,202
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $98K | Hold |
5,202
| – | – | 0.02% | 218 |
|
|
2021
Q4 | $83K | Hold |
5,202
| – | – | 0.02% | 232 |
|
|
2021
Q3 | $87K | Hold |
5,202
| – | – | 0.02% | 222 |
|
|
2021
Q2 | $95K | Hold |
5,202
| – | – | 0.02% | 221 |
|
|
2021
Q1 | $87K | Hold |
5,202
| – | – | 0.02% | 218 |
|
|
2020
Q4 | $71K | Hold |
5,202
| – | – | 0.02% | 227 |
|
|
2020
Q3 | $64K | Hold |
5,202
| – | – | 0.02% | 214 |
|
|
2020
Q2 | $79K | Sell |
5,202
-2,077
| -29% | -$31.5K | 0.03% | 193 |
|
|
2020
Q1 | $101K | Buy |
7,279
+2,077
| +40% | +$28.8K | 0.04% | 160 |
|
|
2019
Q4 | $110K | Hold |
5,202
| – | – | 0.03% | 174 |
|
|
2019
Q3 | $107K | Buy |
5,202
+1,508
| +41% | +$31K | 0.04% | 176 |
|
|
2019
Q2 | $79K | Sell |
3,694
-2,075
| -36% | -$44.4K | 0.03% | 199 |
|
|
2019
Q1 | $115K | Hold |
5,769
| – | – | 0.04% | 166 |
|
|
2018
Q4 | $89K | Buy |
+5,769
| New | +$89K | 0.04% | 172 |
|