Orion Portfolio Solutions’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$6.92M Sell
242,462
-2,407
-1% -$68.7K 0.07% 276
2024
Q4
$6.71M Buy
244,869
+83,145
+51% +$2.28M 0.07% 276
2024
Q3
$3.57M Buy
161,724
+7,806
+5% +$172K 0.04% 433
2024
Q2
$3.06M Buy
153,918
+12,864
+9% +$256K 0.03% 468
2024
Q1
$2.59M Buy
141,054
+6,883
+5% +$126K 0.03% 536
2023
Q4
$2.43M Sell
134,171
-1,559
-1% -$28.2K 0.03% 538
2023
Q3
$2.25M Buy
135,730
+1,317
+1% +$21.8K 0.03% 562
2023
Q2
$2.31M Buy
+134,413
New +$2.31M 0.02% 589
2023
Q1
Sell
-30,563
Closed -$553K 1591
2022
Q4
$553K Buy
30,563
+3,755
+14% +$67.9K 0.02% 472
2022
Q3
$446K Buy
26,808
+1,662
+7% +$27.7K 0.02% 457
2022
Q2
$421K Sell
25,146
-2,256
-8% -$37.8K 0.02% 442
2022
Q1
$518K Sell
27,402
-7,156
-21% -$135K 0.02% 412
2021
Q4
$548K Sell
34,558
-577
-2% -$9.15K 0.02% 404
2021
Q3
$588K Buy
35,135
+6,923
+25% +$116K 0.02% 351
2021
Q2
$514K Buy
28,212
+1,223
+5% +$22.3K 0.02% 359
2021
Q1
$449K Buy
26,989
+4,454
+20% +$74.1K 0.02% 337
2020
Q4
$308K Sell
22,535
-3,452
-13% -$47.2K 0.01% 390
2020
Q3
$320K Sell
25,987
-2,365
-8% -$29.1K 0.02% 334
2020
Q2
$430K Buy
28,352
+2,655
+10% +$40.3K 0.02% 265
2020
Q1
$358K Buy
25,697
+277
+1% +$3.86K 0.02% 240
2019
Q4
$538K Buy
+25,420
New +$538K 0.04% 196