Sage Mountain 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 | $560K | Buy |
19,062
+3,296
| +21% | +$96.9K | 0.04% | 223 |
|
|
2025
Q1 | $450K | Buy |
15,766
+1,626
| +11% | +$46.4K | 0.03% | 239 |
|
|
2024
Q4 | $387K | Buy |
14,140
+740
| +6% | +$20.3K | 0.03% | 249 |
|
|
2024
Q3 | $296K | Buy |
13,400
+2,988
| +29% | +$66K | 0.03% | 288 |
|
|
2024
Q2 | $207K | Buy |
+10,412
| New | +$207K | 0.02% | 331 |
|
|
2023
Q4 | – | Sell |
-10,515
| Closed | -$174K | – | 368 |
|
|
2023
Q3 | $174K | Buy |
+10,515
| New | +$174K | 0.02% | 258 |
|
|
2022
Q1 | – | Sell |
-18,723
| Closed | -$297K | – | 665 |
|
|
2021
Q4 | $297K | Sell |
18,723
-178
| -0.9% | -$2.82K | 0.04% | 439 |
|
|
2021
Q3 | $316K | Sell |
18,901
-55
| -0.3% | -$920 | 0.05% | 343 |
|
|
2021
Q2 | $346K | Buy |
+18,956
| New | +$346K | 0.06% | 291 |
|