Strategic Wealth Partners’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 | $10.5M | Buy |
+357,608
| New | +$10.5M | 0.83% | 34 |
|
|
2024
Q4 | $9.15M | Buy |
344,359
+77,396
| +29% | +$2.06M | 0.76% | 46 |
|
|
2024
Q3 | $5.9M | Buy |
266,963
+3,889
| +1% | +$85.9K | 0.57% | 59 |
|
|
2024
Q2 | $5.23M | Buy |
263,074
+25,769
| +11% | +$512K | 0.55% | 64 |
|
|
2024
Q1 | $4.35M | Buy |
237,305
+63,695
| +37% | +$1.17M | 0.48% | 72 |
|
|
2023
Q4 | $3.06M | Sell |
173,610
-50,220
| -22% | -$886K | 0.38% | 82 |
|
|
2023
Q3 | $3.71M | Sell |
223,830
-11,377
| -5% | -$189K | 0.49% | 57 |
|
|
2023
Q2 | $4.05M | Buy |
235,207
+1,104
| +0.5% | +$19K | 0.52% | 51 |
|
|
2023
Q1 | $4.1M | Buy |
234,103
+135,144
| +137% | +$2.37M | 0.63% | 39 |
|
|
2022
Q4 | $1.79M | Buy |
98,959
+35,783
| +57% | +$647K | 0.33% | 92 |
|
|
2022
Q3 | $1.05M | Buy |
63,176
+1,972
| +3% | +$32.8K | 0.22% | 119 |
|
|
2022
Q2 | $1.03M | Buy |
61,204
+6,277
| +11% | +$105K | 0.22% | 119 |
|
|
2022
Q1 | $1.04M | Buy |
54,927
+4,345
| +9% | +$82.2K | 0.2% | 132 |
|
|
2021
Q4 | $802K | Buy |
50,582
+7,385
| +17% | +$117K | 0.15% | 155 |
|
|
2021
Q3 | $723K | Buy |
43,197
+7,553
| +21% | +$126K | 0.21% | 131 |
|
|
2021
Q2 | $650K | Sell |
35,644
-3,265
| -8% | -$59.5K | 0.21% | 120 |
|
|
2021
Q1 | $648K | Sell |
38,909
-1,514
| -4% | -$25.2K | 0.26% | 97 |
|
|
2020
Q4 | $553K | Sell |
40,423
-2,752
| -6% | -$37.6K | 0.23% | 107 |
|
|
2020
Q3 | $532K | Buy |
43,175
+7,151
| +20% | +$88.1K | 0.27% | 91 |
|
|
2020
Q2 | $546K | Sell |
36,024
-4,912
| -12% | -$74.4K | 0.28% | 85 |
|
|
2020
Q1 | $867K | Hold |
40,936
| – | – | 0.45% | 69 |
|
|
2019
Q4 | $867K | Buy |
40,936
+1,326
| +3% | +$28.1K | 0.45% | 69 |
|
|
2019
Q3 | $803 | Buy |
39,610
+38,161
| +2,634% | +$774 | ﹤0.01% | 214 |
|
|
2019
Q2 | $30K | Buy |
1,449
+193
| +15% | +$4K | 0.01% | 279 |
|
|
2019
Q1 | $25K | Buy |
1,256
+134
| +12% | +$2.67K | 0.01% | 319 |
|
|
2018
Q4 | $19K | Buy |
1,122
+156
| +16% | +$2.64K | 0.01% | 358 |
|
|
2018
Q3 | $17K | Hold |
966
| – | – | 0.01% | 365 |
|
|
2018
Q2 | $17K | Sell |
966
-215
| -18% | -$3.78K | 0.01% | 433 |
|
|
2018
Q1 | $18K | Sell |
1,181
-366
| -24% | -$5.58K | 0.01% | 385 |
|
|
2017
Q4 | $28K | Buy |
+1,547
| New | +$28K | 0.02% | 276 |
|