Sequoia Financial 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 | $5.88M | Buy |
199,905
+20,501
| +11% | +$603K | 0.04% | 257 |
|
|
2025
Q1 | $5.12M | Buy |
179,404
+1,546
| +0.9% | +$44.1K | 0.04% | 265 |
|
|
2024
Q4 | $4.87M | Buy |
177,858
+6,115
| +4% | +$168K | 0.05% | 256 |
|
|
2024
Q3 | $3.79M | Buy |
171,743
+129,418
| +306% | +$2.86M | 0.04% | 253 |
|
|
2024
Q2 | $841K | Buy |
42,325
+1,330
| +3% | +$26.4K | 0.01% | 522 |
|
|
2024
Q1 | $752K | Buy |
40,995
+7,731
| +23% | +$142K | 0.01% | 558 |
|
|
2023
Q4 | $587K | Buy |
33,264
+12,656
| +61% | +$223K | 0.01% | 689 |
|
|
2023
Q3 | $342K | Sell |
20,608
-3,715
| -15% | -$61.6K | 0.01% | 640 |
|
|
2023
Q2 | $419K | Buy |
24,323
+9,693
| +66% | +$167K | 0.01% | 582 |
|
|
2023
Q1 | $256K | Sell |
14,630
-2,021
| -12% | -$35.4K | 0.01% | 677 |
|
|
2022
Q4 | $301K | Buy |
16,651
+3,042
| +22% | +$55K | 0.01% | 581 |
|
|
2022
Q3 | $226K | Buy |
13,609
+1,090
| +9% | +$18.1K | 0.01% | 460 |
|
|
2022
Q2 | $210K | Sell |
12,519
-1,378
| -10% | -$23.1K | 0.01% | 537 |
|
|
2022
Q1 | $263K | Buy |
+13,897
| New | +$263K | 0.01% | 540 |
|
|
2020
Q2 | – | Sell |
-11,112
| Closed | -$155K | – | 387 |
|
|
2020
Q1 | $155K | Buy |
11,112
+1,000
| +10% | +$13.9K | 0.01% | 335 |
|
|
2019
Q4 | $214K | Buy |
+10,112
| New | +$214K | 0.01% | 354 |
|
|
2019
Q3 | – | Sell |
-9,861
| Closed | -$206K | – | 373 |
|
|
2019
Q2 | $206K | Buy |
+9,861
| New | +$206K | 0.02% | 347 |
|
|
2015
Q4 | – | Sell |
-12,909
| Closed | -$357K | – | 181 |
|
|
2015
Q3 | $357K | Sell |
12,909
-674
| -5% | -$18.6K | 0.16% | 104 |
|
|
2015
Q2 | $521K | Sell |
13,583
-2,191
| -14% | -$84K | 0.22% | 89 |
|
|
2015
Q1 | $663K | Buy |
15,774
+184
| +1% | +$7.73K | 0.3% | 80 |
|
|
2014
Q4 | $660K | Buy |
+15,590
| New | +$660K | 0.45% | 55 |
|