Steward Partners Investment Advisory’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
$5.57M Sell
189,324
-5,483
-3% -$161K 0.04% 398
2025
Q1
$5.56M Sell
194,807
-8,306
-4% -$237K 0.05% 366
2024
Q4
$5.57M Buy
203,113
+7,432
+4% +$204K 0.05% 348
2024
Q3
$4.32M Buy
195,681
+14,649
+8% +$324K 0.04% 400
2024
Q2
$3.6M Buy
181,032
+19,423
+12% +$386K 0.04% 418
2024
Q1
$2.96M Buy
161,609
+31,996
+25% +$587K 0.03% 460
2023
Q4
$2.29M Sell
129,613
-2,849
-2% -$50.3K 0.03% 468
2023
Q3
$2.2M Sell
132,462
-133,058
-50% -$2.21M 0.03% 451
2023
Q2
$4.57M Buy
265,520
+91,901
+53% +$1.58M 0.07% 279
2023
Q1
$3.04M Buy
173,619
+38,063
+28% +$666K 0.05% 360
2022
Q4
$2.45M Buy
135,556
+474
+0.4% +$8.57K 0.04% 396
2022
Q3
$2.25M Buy
135,082
+1,264
+0.9% +$21K 0.04% 393
2022
Q2
$2.24M Buy
133,818
+5,121
+4% +$85.8K 0.04% 405
2022
Q1
$2.43M Buy
128,697
+21,819
+20% +$413K 0.04% 421
2021
Q4
$1.7M Buy
106,878
+29,356
+38% +$466K 0.03% 537
2021
Q3
$1.3M Sell
77,522
-603
-0.8% -$10.1K 0.02% 584
2021
Q2
$1.42M Sell
78,125
-30,288
-28% -$552K 0.02% 550
2021
Q1
$1.81M Buy
108,413
+11,919
+12% +$198K 0.03% 464
2020
Q4
$1.32M Sell
96,494
-21,344
-18% -$292K 0.03% 477
2020
Q3
$1.45M Buy
117,838
+15,873
+16% +$196K 0.04% 383
2020
Q2
$1.55M Buy
101,965
+6,771
+7% +$103K 0.04% 352
2020
Q1
$1.33M Buy
95,194
+5,915
+7% +$82.3K 0.05% 325
2019
Q4
$1.89M Buy
89,279
+18,664
+26% +$395K 0.06% 316
2019
Q3
$1.46M Buy
70,615
+190
+0.3% +$3.92K 0.05% 332
2019
Q2
$1.47M Sell
70,425
-4,408
-6% -$92K 0.05% 309
2019
Q1
$1.5M Buy
74,833
+3,696
+5% +$73.9K 0.06% 283
2018
Q4
$1.09M Buy
71,137
+13,895
+24% +$214K 0.05% 321
2018
Q3
$1.02M Sell
57,242
-648
-1% -$11.5K 0.05% 340
2018
Q2
$1.02M Sell
57,890
-1,148
-2% -$20.3K 0.06% 296
2018
Q1
$889K Sell
59,038
-7,492
-11% -$113K 0.06% 287
2017
Q4
$1.2M Sell
66,530
-4,167
-6% -$75.3K 0.09% 209
2017
Q3
$1.36M Buy
70,697
+5,217
+8% +$100K 0.14% 154
2017
Q2
$1.25M Sell
65,480
-848
-1% -$16.2K 0.14% 154
2017
Q1
$1.44M Buy
66,328
+8,091
+14% +$176K 0.22% 98
2016
Q4
$1.21M Buy
+58,237
New +$1.21M 0.55% 37