Optimum 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 | $10.3K | Hold |
350
| – | – | ﹤0.01% | 506 |
|
|
2025
Q1 | $9.99K | Hold |
350
| – | – | ﹤0.01% | 513 |
|
|
2024
Q4 | $9.59K | Hold |
350
| – | – | ﹤0.01% | 514 |
|
|
2024
Q3 | $7.73K | Hold |
350
| – | – | ﹤0.01% | 549 |
|
|
2024
Q2 | $6.96K | Hold |
350
| – | – | ﹤0.01% | 547 |
|
|
2024
Q1 | $6.42K | Buy |
+350
| New | +$6.42K | ﹤0.01% | 549 |
|
|
2023
Q4 | – | Sell |
-477
| Closed | -$7.91K | – | 694 |
|
|
2023
Q3 | $7.91K | Hold |
477
| – | – | ﹤0.01% | 565 |
|
|
2023
Q2 | $8.21K | Hold |
477
| – | – | ﹤0.01% | 566 |
|
|
2023
Q1 | $8.35K | Hold |
477
| – | – | ﹤0.01% | 579 |
|
|
2022
Q4 | $8.62K | Hold |
477
| – | – | ﹤0.01% | 581 |
|
|
2022
Q3 | $8K | Hold |
477
| – | – | ﹤0.01% | 605 |
|
|
2022
Q2 | $8K | Hold |
477
| – | – | ﹤0.01% | 625 |
|
|
2022
Q1 | $9K | Hold |
477
| – | – | ﹤0.01% | 659 |
|
|
2021
Q4 | $8K | Hold |
477
| – | – | ﹤0.01% | 696 |
|
|
2021
Q3 | $8K | Hold |
477
| – | – | ﹤0.01% | 700 |
|
|
2021
Q2 | $9K | Sell |
477
-400
| -46% | -$7.55K | ﹤0.01% | 757 |
|
|
2021
Q1 | $15K | Hold |
877
| – | – | ﹤0.01% | 713 |
|
|
2020
Q4 | $12K | Hold |
877
| – | – | ﹤0.01% | 700 |
|
|
2020
Q3 | $11K | Sell |
877
-2,324
| -73% | -$29.1K | ﹤0.01% | 688 |
|
|
2020
Q2 | $49K | Sell |
3,201
-559
| -15% | -$8.56K | 0.02% | 446 |
|
|
2020
Q1 | $52K | Sell |
3,760
-2,827
| -43% | -$39.1K | 0.02% | 420 |
|
|
2019
Q4 | $139K | Buy |
6,587
+28
| +0.4% | +$591 | 0.04% | 332 |
|
|
2019
Q3 | $135K | Buy |
6,559
+628
| +11% | +$12.9K | 0.04% | 319 |
|
|
2019
Q2 | $124K | Buy |
5,931
+27
| +0.5% | +$564 | 0.04% | 336 |
|
|
2019
Q1 | $118K | Sell |
5,904
-977
| -14% | -$19.5K | 0.04% | 352 |
|
|
2018
Q4 | $106K | Sell |
6,881
-308
| -4% | -$4.75K | 0.04% | 353 |
|
|
2018
Q3 | $127K | Buy |
7,189
+23
| +0.3% | +$406 | 0.04% | 371 |
|
|
2018
Q2 | $127K | Buy |
7,166
+25
| +0.4% | +$443 | 0.04% | 368 |
|
|
2018
Q1 | $108K | Sell |
7,141
-2,985
| -29% | -$45.1K | 0.03% | 392 |
|
|
2017
Q4 | $183K | Sell |
10,126
-2,899
| -22% | -$52.4K | 0.06% | 299 |
|
|
2017
Q3 | $250K | Sell |
13,025
-1,346
| -9% | -$25.8K | 0.08% | 250 |
|
|
2017
Q2 | $275K | Sell |
14,371
-2,593
| -15% | -$49.6K | 0.1% | 233 |
|
|
2017
Q1 | $369K | Buy |
16,964
+11
| +0.1% | +$239 | 0.13% | 198 |
|
|
2016
Q4 | $351K | Sell |
16,953
-66
| -0.4% | -$1.37K | 0.13% | 196 |
|
|
2016
Q3 | $394K | Buy |
17,019
+3,806
| +29% | +$88.1K | 0.15% | 187 |
|
|
2016
Q2 | $247K | Buy |
13,213
+1,901
| +17% | +$35.5K | 0.1% | 232 |
|
|
2016
Q1 | $202K | Sell |
11,312
-2,400
| -18% | -$42.9K | 0.08% | 252 |
|
|
2015
Q4 | $205K | Sell |
13,712
-10,901
| -44% | -$163K | 0.08% | 259 |
|
|
2015
Q3 | $681K | Buy |
+24,613
| New | +$681K | 0.28% | 110 |
|
|
2015
Q1 | $1.06M | Sell |
25,279
-7,555
| -23% | -$318K | 0.34% | 77 |
|
|
2014
Q4 | $841K | Buy |
32,834
+32,334
| +6,467% | +$828K | 0.27% | 101 |
|
|
2014
Q3 | $19K | Buy |
500
+100
| +25% | +$3.8K | 0.01% | 651 |
|
|
2014
Q2 | $15K | Buy |
+400
| New | +$15K | ﹤0.01% | 710 |
|
|
2014
Q1 | – | Sell |
-1,000
| Closed | -$36K | – | 761 |
|
|
2013
Q4 | $36K | Buy |
+1,000
| New | +$36K | 0.01% | 438 |
|