Sheets Smith Wealth Management’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
$435K Buy
14,795
+66
+0.4% +$1.94K 0.05% 299
2025
Q1
$420K Sell
14,729
-308
-2% -$8.79K 0.05% 270
2024
Q4
$412K Sell
15,037
-645
-4% -$17.7K 0.05% 289
2024
Q3
$346K Sell
15,682
-426
-3% -$9.41K 0.04% 301
2024
Q2
$320K Buy
16,108
+1,273
+9% +$25.3K 0.04% 306
2024
Q1
$272K Buy
14,835
+438
+3% +$8.03K 0.03% 330
2023
Q4
$254K Sell
14,397
-8,309
-37% -$147K 0.04% 301
2023
Q3
$376K Buy
22,706
+193
+0.9% +$3.2K 0.06% 243
2023
Q2
$388K Sell
22,513
-1,435
-6% -$24.7K 0.06% 240
2023
Q1
$419K Sell
23,948
-668
-3% -$11.7K 0.06% 220
2022
Q4
$445K Buy
24,616
+207
+0.8% +$3.74K 0.07% 210
2022
Q3
$406K Buy
24,409
+392
+2% +$6.52K 0.07% 210
2022
Q2
$403K Buy
24,017
+1,553
+7% +$26.1K 0.07% 213
2022
Q1
$425K Buy
22,464
+427
+2% +$8.08K 0.06% 237
2021
Q4
$350K Sell
22,037
-786
-3% -$12.5K 0.04% 287
2021
Q3
$382K Sell
22,823
-3,307
-13% -$55.4K 0.05% 258
2021
Q2
$476K Sell
26,130
-184
-0.7% -$3.35K 0.06% 227
2021
Q1
$438K Sell
26,314
-2,421
-8% -$40.3K 0.06% 223
2020
Q4
$393K Sell
28,735
-11,027
-28% -$151K 0.06% 238
2020
Q3
$490K Buy
39,762
+558
+1% +$6.88K 0.09% 186
2020
Q2
$595K Buy
39,204
+2,502
+7% +$38K 0.12% 143
2020
Q1
$511K Sell
36,702
-7,861
-18% -$109K 0.11% 158
2019
Q4
$943K Buy
44,563
+1,629
+4% +$34.5K 0.18% 128
2019
Q3
$885K Buy
42,934
+1,650
+4% +$34K 0.18% 133
2019
Q2
$862K Buy
41,284
+2,702
+7% +$56.4K 0.18% 142
2019
Q1
$772K Buy
38,582
+11,233
+41% +$225K 0.17% 145
2018
Q4
$421K Sell
27,349
-4,255
-13% -$65.5K 0.11% 181
2018
Q3
$560K Buy
+31,604
New +$560K 0.12% 199
2015
Q4
Sell
-17,030
Closed -$471K 236
2015
Q3
$471K Buy
17,030
+316
+2% +$8.74K 0.16% 139
2015
Q2
$642K Buy
16,714
+9,077
+119% +$349K 0.18% 146
2015
Q1
$321K Buy
7,637
+895
+13% +$37.6K 0.09% 183
2014
Q4
$285K Buy
+6,742
New +$285K 0.07% 201