OneDigital 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 | $807K | Buy |
27,447
+747
| +3% | +$22K | 0.01% | 714 |
|
|
2025
Q1 | $762K | Sell |
26,700
-21,714
| -45% | -$620K | 0.01% | 699 |
|
|
2024
Q4 | $1.33M | Buy |
48,414
+3,805
| +9% | +$104K | 0.02% | 540 |
|
|
2024
Q3 | $985K | Sell |
44,609
-1,076
| -2% | -$23.8K | 0.01% | 659 |
|
|
2024
Q2 | $908K | Buy |
45,685
+3,118
| +7% | +$62K | 0.01% | 654 |
|
|
2024
Q1 | $781K | Sell |
42,567
-10,933
| -20% | -$201K | 0.01% | 583 |
|
|
2023
Q4 | $944K | Sell |
53,500
-1,818
| -3% | -$32.1K | 0.02% | 500 |
|
|
2023
Q3 | $917K | Buy |
55,318
+594
| +1% | +$9.85K | 0.02% | 445 |
|
|
2023
Q2 | $942K | Sell |
54,724
-2,097
| -4% | -$36.1K | 0.02% | 424 |
|
|
2023
Q1 | $995K | Buy |
56,821
+783
| +1% | +$13.7K | 0.02% | 389 |
|
|
2022
Q4 | $1.01M | Buy |
56,038
+3,719
| +7% | +$67.2K | 0.03% | 352 |
|
|
2022
Q3 | $871K | Buy |
52,319
+4,519
| +9% | +$75.2K | 0.03% | 324 |
|
|
2022
Q2 | $801K | Buy |
47,800
+4,134
| +9% | +$69.3K | 0.03% | 300 |
|
|
2022
Q1 | $826K | Sell |
43,666
-982
| -2% | -$18.6K | 0.03% | 314 |
|
|
2021
Q4 | $708K | Buy |
44,648
+14,447
| +48% | +$229K | 0.03% | 333 |
|
|
2021
Q3 | $505K | Buy |
30,201
+1,098
| +4% | +$18.4K | 0.02% | 406 |
|
|
2021
Q2 | $531K | Sell |
29,103
-2,753
| -9% | -$50.2K | 0.02% | 392 |
|
|
2021
Q1 | $530K | Sell |
31,856
-794
| -2% | -$13.2K | 0.02% | 370 |
|
|
2020
Q4 | $458K | Sell |
32,650
-6,800
| -17% | -$95.4K | 0.02% | 368 |
|
|
2020
Q3 | $486K | Sell |
39,450
-13,996
| -26% | -$172K | 0.03% | 311 |
|
|
2020
Q2 | $798K | Buy |
53,446
+2,599
| +5% | +$38.8K | 0.06% | 235 |
|
|
2020
Q1 | $723K | Buy |
50,847
+7,890
| +18% | +$112K | 0.06% | 228 |
|
|
2019
Q4 | $909K | Sell |
42,957
-2,954
| -6% | -$62.5K | 0.07% | 201 |
|
|
2019
Q3 | $946K | Sell |
45,911
-334
| -0.7% | -$6.88K | 0.08% | 175 |
|
|
2019
Q2 | $965K | Buy |
46,245
+3,315
| +8% | +$69.2K | 0.07% | 156 |
|
|
2019
Q1 | $855K | Sell |
42,930
-900
| -2% | -$17.9K | 0.13% | 120 |
|
|
2018
Q4 | $674K | Buy |
43,830
+8,481
| +24% | +$130K | 0.11% | 134 |
|
|
2018
Q3 | $627K | Buy |
35,349
+255
| +0.7% | +$4.52K | 0.15% | 90 |
|
|
2018
Q2 | $620K | Sell |
35,094
-3,823
| -10% | -$67.5K | 0.13% | 102 |
|
|
2018
Q1 | $586K | Buy |
38,917
+539
| +1% | +$8.12K | 0.13% | 114 |
|
|
2017
Q4 | $694K | Buy |
38,378
+11,117
| +41% | +$201K | 0.08% | 105 |
|
|
2017
Q3 | $523K | Sell |
27,261
-11,338
| -29% | -$218K | 0.19% | 75 |
|
|
2017
Q2 | $739K | Buy |
+38,599
| New | +$739K | 0.22% | 77 |
|