OA
Operose Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19K | Sell |
646
-230
| -26% | -$6.76K | 0.01% | 302 |
|
|
2025
Q1 | $25K | Hold |
876
| – | – | 0.01% | 270 |
|
|
2024
Q4 | $24K | Sell |
876
-21,569
| -96% | -$591K | 0.01% | 261 |
|
|
2024
Q3 | $496K | Sell |
22,445
-7,530
| -25% | -$166K | 0.16% | 84 |
|
|
2024
Q2 | $596K | Buy |
29,975
+2,672
| +10% | +$53.1K | 0.21% | 69 |
|
|
2024
Q1 | $501K | Hold |
27,303
| – | – | 0.17% | 85 |
|
|
2023
Q4 | $482K | Hold |
27,303
| – | – | 0.19% | 58 |
|
|
2023
Q3 | $453K | Buy |
27,303
+7,303
| +37% | +$121K | 0.18% | 56 |
|
|
2023
Q2 | $344K | Hold |
20,000
| – | – | 0.16% | 58 |
|
|
2023
Q1 | $350K | Hold |
20,000
| – | – | 0.17% | 42 |
|
|
2022
Q4 | $362K | Buy |
+20,000
| New | +$362K | 0.19% | 41 |
|