Lido 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 | $3.4M | Sell |
115,789
-37,182
| -24% | -$1.09M | 0.01% | 428 |
|
2025
Q1 | $4.36M | Sell |
152,971
-21,712
| -12% | -$619K | 0.02% | 355 |
|
2024
Q4 | $4.79M | Sell |
174,683
-9,979
| -5% | -$273K | 0.02% | 313 |
|
2024
Q3 | $4.08M | Sell |
184,662
-22,762
| -11% | -$503K | 0.02% | 316 |
|
2024
Q2 | $4.12M | Sell |
207,424
-356,097
| -63% | -$7.08M | 0.02% | 300 |
|
2024
Q1 | $10.3M | Buy |
563,521
+52,793
| +10% | +$968K | 0.06% | 161 |
|
2023
Q4 | $9.01M | Buy |
510,728
+480,863
| +1,610% | +$8.48M | 0.06% | 169 |
|
2023
Q3 | $495K | Buy |
29,865
+6,797
| +29% | +$113K | ﹤0.01% | 675 |
|
2023
Q2 | $397K | Buy |
23,068
+5,186
| +29% | +$89.3K | ﹤0.01% | 728 |
|
2023
Q1 | $313K | Sell |
17,882
-454
| -2% | -$7.95K | ﹤0.01% | 780 |
|
2022
Q4 | $332K | Sell |
18,336
-2,677
| -13% | -$48.4K | ﹤0.01% | 682 |
|
2022
Q3 | $349K | Buy |
21,013
+3,900
| +23% | +$64.8K | ﹤0.01% | 599 |
|
2022
Q2 | $286K | Sell |
17,113
-19,013
| -53% | -$318K | ﹤0.01% | 667 |
|
2022
Q1 | $683K | Sell |
36,126
-102,924
| -74% | -$1.95M | 0.01% | 440 |
|
2021
Q4 | $2.21M | Buy |
139,050
+119,169
| +599% | +$1.89M | 0.02% | 229 |
|
2021
Q3 | $332K | Buy |
19,881
+5,170
| +35% | +$86.3K | ﹤0.01% | 628 |
|
2021
Q2 | $268K | Buy |
14,711
+338
| +2% | +$6.16K | ﹤0.01% | 660 |
|
2021
Q1 | $239K | Sell |
14,373
-2,796
| -16% | -$46.5K | ﹤0.01% | 659 |
|
2020
Q4 | $234K | Buy |
+17,169
| New | +$234K | ﹤0.01% | 616 |
|
2020
Q3 | – | Sell |
-17,500
| Closed | -$265K | – | 588 |
|
2020
Q2 | $265K | Buy |
17,500
+5,976
| +52% | +$90.5K | 0.01% | 414 |
|
2020
Q1 | $160K | Sell |
11,524
-30,246
| -72% | -$420K | 0.01% | 472 |
|
2019
Q4 | $884K | Buy |
+41,770
| New | +$884K | 0.04% | 253 |
|
2019
Q3 | – | Sell |
-11,250
| Closed | -$234K | – | 533 |
|
2019
Q2 | $234K | Buy |
+11,250
| New | +$234K | 0.01% | 432 |
|