SageView Advisory Group’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 | $449K | Sell |
16,485
-21
| -0.1% | -$571 | 0.02% | 397 |
|
|
2025
Q1 | $471K | Sell |
16,506
-508
| -3% | -$14.5K | 0.02% | 360 |
|
|
2024
Q4 | $466K | Buy |
+17,014
| New | +$466K | 0.02% | 353 |
|
|
2024
Q3 | – | Sell |
-10,758
| Closed | -$214K | – | 542 |
|
|
2024
Q2 | $214K | Buy |
+10,758
| New | +$214K | 0.01% | 523 |
|
|
2024
Q1 | – | Sell |
-23,460
| Closed | -$404K | – | 662 |
|
|
2023
Q4 | $404K | Buy |
23,460
+2,853
| +14% | +$49.1K | 0.02% | 442 |
|
|
2023
Q3 | $342K | Buy |
20,607
+596
| +3% | +$9.88K | 0.02% | 399 |
|
|
2023
Q2 | $345K | Buy |
+20,011
| New | +$345K | 0.02% | 421 |
|