Moneta Group Investment 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 | $451K | Buy |
15,325
+865
| +6% | +$25.4K | 0.01% | 458 |
|
|
2025
Q1 | $413K | Buy |
14,460
+2,333
| +19% | +$66.6K | 0.01% | 458 |
|
|
2024
Q4 | $332K | Sell |
12,127
-1,110
| -8% | -$30.4K | ﹤0.01% | 510 |
|
|
2024
Q3 | $292K | Sell |
13,237
-2,532
| -16% | -$55.9K | ﹤0.01% | 526 |
|
|
2024
Q2 | $313K | Sell |
15,769
-949
| -6% | -$18.9K | 0.01% | 470 |
|
|
2024
Q1 | $307K | Sell |
16,718
-25,382
| -60% | -$466K | 0.01% | 478 |
|
|
2023
Q4 | $743K | Buy |
42,100
+2,516
| +6% | +$44.4K | 0.01% | 275 |
|
|
2023
Q3 | $656K | Sell |
39,584
-694
| -2% | -$11.5K | 0.01% | 270 |
|
|
2023
Q2 | $694K | Sell |
40,278
-767
| -2% | -$13.2K | 0.02% | 272 |
|
|
2023
Q1 | $719K | Buy |
41,045
+811
| +2% | +$14.2K | 0.02% | 256 |
|
|
2022
Q4 | $736K | Buy |
40,234
+90
| +0.2% | +$1.65K | 0.02% | 244 |
|
|
2022
Q3 | $668K | Buy |
40,144
+1,302
| +3% | +$21.7K | 0.03% | 235 |
|
|
2022
Q2 | $651K | Buy |
38,842
+5,949
| +18% | +$99.7K | 0.02% | 262 |
|
|
2022
Q1 | $622K | Buy |
32,893
+547
| +2% | +$10.3K | 0.02% | 264 |
|
|
2021
Q4 | $513K | Sell |
32,346
-4,952
| -13% | -$78.5K | 0.02% | 293 |
|
|
2021
Q3 | $624K | Sell |
37,298
-24,523
| -40% | -$410K | 0.03% | 251 |
|
|
2021
Q2 | $1.13M | Sell |
61,821
-521
| -0.8% | -$9.5K | 0.05% | 187 |
|
|
2021
Q1 | $1.04M | Sell |
62,342
-2,764
| -4% | -$46K | 0.05% | 173 |
|
|
2020
Q4 | $890K | Buy |
65,106
+29,583
| +83% | +$404K | 0.06% | 155 |
|
|
2020
Q3 | $438K | Sell |
35,523
-4,292
| -11% | -$52.9K | 0.04% | 179 |
|
|
2020
Q2 | $604K | Sell |
39,815
-5,084
| -11% | -$77.1K | 0.06% | 142 |
|
|
2020
Q1 | $625K | Buy |
44,899
+544
| +1% | +$7.57K | 0.07% | 136 |
|
|
2019
Q4 | $939K | Sell |
44,355
-235
| -0.5% | -$4.98K | 0.08% | 124 |
|
|
2019
Q3 | $919K | Buy |
44,590
+1,199
| +3% | +$24.7K | 0.09% | 123 |
|
|
2019
Q2 | $906K | Sell |
43,391
-987
| -2% | -$20.6K | 0.09% | 120 |
|
|
2019
Q1 | $888K | Buy |
44,378
+6,082
| +16% | +$122K | 0.09% | 103 |
|
|
2018
Q4 | $589K | Buy |
38,296
+2,872
| +8% | +$44.2K | 0.07% | 127 |
|
|
2018
Q3 | $628K | Buy |
35,424
+12,500
| +55% | +$222K | 0.06% | 133 |
|
|
2018
Q2 | $405K | Buy |
22,924
+15,700
| +217% | +$277K | 0.05% | 191 |
|
|
2018
Q1 | $109K | Buy |
7,224
+1,766
| +32% | +$26.6K | 0.01% | 232 |
|
|
2017
Q4 | $99K | Buy |
+5,458
| New | +$99K | 0.02% | 239 |
|
|
2016
Q2 | – | Sell |
-10,910
| Closed | -$195K | – | 164 |
|
|
2016
Q1 | $195K | Hold |
10,910
| – | – | 0.04% | 160 |
|
|
2015
Q4 | $163K | Sell |
10,910
-1,548
| -12% | -$23.1K | 0.04% | 133 |
|
|
2015
Q3 | $345K | Sell |
12,458
-835
| -6% | -$23.1K | 0.1% | 96 |
|
|
2015
Q2 | $510K | Sell |
13,293
-10,669
| -45% | -$409K | 0.16% | 73 |
|
|
2015
Q1 | $1.01M | Hold |
23,962
| – | – | 0.43% | 37 |
|
|
2014
Q4 | $1.01M | Buy |
23,962
+15,962
| +200% | +$675K | 0.49% | 30 |
|
|
2014
Q3 | $307K | Hold |
8,000
| – | – | 0.16% | 107 |
|
|
2014
Q2 | $290K | Hold |
8,000
| – | – | 0.16% | 104 |
|
|
2014
Q1 | $260K | Hold |
8,000
| – | – | 0.15% | 98 |
|
|
2013
Q4 | $288K | Sell |
8,000
-140
| -2% | -$5.04K | 0.17% | 95 |
|
|
2013
Q3 | $290K | Buy |
8,140
+140
| +2% | +$4.99K | 0.19% | 91 |
|
|
2013
Q2 | $305K | Buy |
+8,000
| New | +$305K | 0.21% | 84 |
|