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