Principle Wealth Partners’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 | $299K | Buy |
10,166
+288
| +3% | +$8.47K | 0.02% | 306 |
|
2025
Q1 | $282K | Sell |
9,878
-2,620
| -21% | -$74.8K | 0.02% | 296 |
|
2024
Q4 | $342K | Sell |
12,498
-1,615
| -11% | -$44.3K | 0.02% | 270 |
|
2024
Q3 | $312K | Sell |
14,113
-149
| -1% | -$3.29K | 0.02% | 276 |
|
2024
Q2 | $283K | Hold |
14,262
| – | – | 0.02% | 283 |
|
2024
Q1 | $262K | Hold |
14,262
| – | – | 0.02% | 303 |
|
2023
Q4 | $252K | Buy |
14,262
+100
| +0.7% | +$1.76K | 0.02% | 296 |
|
2023
Q3 | $235K | Sell |
14,162
-2,590
| -15% | -$42.9K | 0.02% | 291 |
|
2023
Q2 | $288K | Hold |
16,752
| – | – | 0.03% | 269 |
|
2023
Q1 | $293K | Hold |
16,752
| – | – | 0.03% | 259 |
|
2022
Q4 | $303K | Buy |
16,752
+2,672
| +19% | +$48.3K | 0.03% | 246 |
|
2022
Q3 | $234 | Hold |
14,080
| – | – | 0.02% | 258 |
|
2022
Q2 | $236K | Hold |
14,080
| – | – | 0.03% | 279 |
|
2022
Q1 | $266K | Hold |
14,080
| – | – | 0.03% | 277 |
|
2021
Q4 | $223K | Sell |
14,080
-531
| -4% | -$8.41K | 0.02% | 299 |
|
2021
Q3 | $244K | Buy |
14,611
+731
| +5% | +$12.2K | 0.03% | 281 |
|
2021
Q2 | $253K | Buy |
+13,880
| New | +$253K | 0.03% | 282 |
|
2020
Q3 | – | Sell |
-6,955
| Closed | -$106K | – | 306 |
|
2020
Q2 | $106K | Buy |
+6,955
| New | +$106K | 0.03% | 205 |
|