Regal 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 | $2.24M | Sell |
76,136
-3,663
| -5% | -$108K | 0.17% | 144 |
|
2025
Q1 | $2.28M | Sell |
79,799
-10,983
| -12% | -$313K | 0.18% | 138 |
|
2024
Q4 | $2.49M | Buy |
90,782
+5,586
| +7% | +$153K | 0.19% | 131 |
|
2024
Q3 | $1.88M | Sell |
85,196
-60,591
| -42% | -$1.34M | 0.13% | 179 |
|
2024
Q2 | $2.9M | Buy |
145,787
+13,628
| +10% | +$271K | 0.19% | 138 |
|
2024
Q1 | $2.42M | Buy |
132,159
+3,770
| +3% | +$69.1K | 0.17% | 151 |
|
2023
Q4 | $2.26M | Buy |
128,389
+809
| +0.6% | +$14.3K | 0.17% | 144 |
|
2023
Q3 | $2.12M | Buy |
127,580
+2,194
| +2% | +$36.4K | 0.18% | 143 |
|
2023
Q2 | $2.16M | Buy |
125,386
+9,652
| +8% | +$166K | 0.18% | 136 |
|
2023
Q1 | $2.03M | Buy |
115,734
+16,652
| +17% | +$292K | 0.18% | 140 |
|
2022
Q4 | $1.79M | Buy |
99,082
+6,973
| +8% | +$126K | 0.17% | 133 |
|
2022
Q3 | $1.53M | Buy |
92,109
+22,431
| +32% | +$373K | 0.16% | 137 |
|
2022
Q2 | $1.17M | Buy |
69,678
+8,902
| +15% | +$149K | 0.12% | 166 |
|
2022
Q1 | $1.15M | Buy |
60,776
+8,729
| +17% | +$165K | 0.11% | 195 |
|
2021
Q4 | $825K | Buy |
52,047
+705
| +1% | +$11.2K | 0.07% | 267 |
|
2021
Q3 | $859K | Buy |
51,342
+15,069
| +42% | +$252K | 0.08% | 259 |
|
2021
Q2 | $661K | Buy |
+36,273
| New | +$661K | 0.07% | 290 |
|
2021
Q1 | – | Sell |
-37,147
| Closed | -$508K | – | 247 |
|
2020
Q4 | $508K | Buy |
+37,147
| New | +$508K | 0.06% | 283 |
|
2020
Q3 | – | Sell |
-26,966
| Closed | -$409K | – | 146 |
|
2020
Q2 | $409K | Buy |
+26,966
| New | +$409K | 0.08% | 200 |
|
2020
Q1 | – | Sell |
-25,385
| Closed | -$537K | – | 186 |
|
2019
Q4 | $537K | Buy |
25,385
+5,205
| +26% | +$110K | 0.1% | 188 |
|
2019
Q3 | $416K | Buy |
20,180
+1,631
| +9% | +$33.6K | 0.08% | 205 |
|
2019
Q2 | $387K | Buy |
18,549
+1,891
| +11% | +$39.5K | 0.08% | 220 |
|
2019
Q1 | $333K | Sell |
16,658
-240
| -1% | -$4.8K | 0.07% | 232 |
|
2018
Q4 | $260K | Sell |
16,898
-1,728
| -9% | -$26.6K | 0.06% | 270 |
|
2018
Q3 | $330K | Buy |
18,626
+5,592
| +43% | +$99.1K | 0.07% | 230 |
|
2018
Q2 | $230K | Sell |
13,034
-7,520
| -37% | -$133K | 0.07% | 234 |
|
2018
Q1 | $310K | Buy |
20,554
+647
| +3% | +$9.76K | 0.07% | 224 |
|
2017
Q4 | $360K | Buy |
19,907
+2,270
| +13% | +$41.1K | 0.08% | 207 |
|
2017
Q3 | $338K | Sell |
17,637
-931
| -5% | -$17.8K | 0.08% | 208 |
|
2017
Q2 | $356K | Sell |
18,568
-1,419
| -7% | -$27.2K | 0.09% | 196 |
|
2017
Q1 | $435K | Sell |
19,987
-514
| -3% | -$11.2K | 0.11% | 177 |
|
2016
Q4 | $425K | Sell |
20,501
-1,451
| -7% | -$30.1K | 0.12% | 169 |
|
2016
Q3 | $508K | Buy |
21,952
+2,261
| +11% | +$52.3K | 0.14% | 158 |
|
2016
Q2 | $369K | Sell |
19,691
-1,020
| -5% | -$19.1K | 0.1% | 180 |
|
2016
Q1 | $370K | Buy |
20,711
+1,222
| +6% | +$21.8K | 0.1% | 174 |
|
2015
Q4 | $290K | Buy |
19,489
+1,378
| +8% | +$20.5K | 0.08% | 205 |
|
2015
Q3 | $501K | Buy |
18,111
+7,093
| +64% | +$196K | 0.13% | 151 |
|
2015
Q2 | $422K | Sell |
11,018
-197
| -2% | -$7.55K | 0.11% | 166 |
|
2015
Q1 | $472K | Buy |
11,215
+2,162
| +24% | +$91K | 0.12% | 161 |
|
2014
Q4 | $383K | Buy |
9,053
+5,353
| +145% | +$226K | 0.1% | 165 |
|
2014
Q3 | $142K | Buy |
3,700
+300
| +9% | +$11.5K | 0.04% | 267 |
|
2014
Q2 | $123K | Hold |
3,400
| – | – | 0.04% | 254 |
|
2014
Q1 | $110K | Buy |
3,400
+668
| +24% | +$21.6K | 0.05% | 251 |
|
2013
Q4 | $98K | Buy |
+2,732
| New | +$98K | 0.06% | 211 |
|