Trek Financial’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 | $1.12M | Buy |
38,150
+105
| +0.3% | +$3.09K | 0.08% | 202 |
|
|
2025
Q1 | $1.09M | Buy |
38,045
+255
| +0.7% | +$7.28K | 0.08% | 176 |
|
|
2024
Q4 | $1.04M | Buy |
37,790
+2,447
| +7% | +$67K | 0.08% | 189 |
|
|
2024
Q3 | $781K | Sell |
35,343
-55
| -0.2% | -$1.22K | 0.06% | 202 |
|
|
2024
Q2 | $703K | Hold |
35,398
| – | – | 0.06% | 200 |
|
|
2024
Q1 | $649K | Hold |
35,398
| – | – | 0.05% | 202 |
|
|
2023
Q4 | $624K | Sell |
35,398
-1,172
| -3% | -$20.7K | 0.05% | 159 |
|
|
2023
Q3 | $606K | Hold |
36,570
| – | – | 0.06% | 165 |
|
|
2023
Q2 | $630K | Hold |
36,570
| – | – | 0.06% | 146 |
|
|
2023
Q1 | $640K | Hold |
36,570
| – | – | 0.06% | 140 |
|
|
2022
Q4 | $661K | Buy |
36,570
+1,155
| +3% | +$20.9K | 0.07% | 126 |
|
|
2022
Q3 | $589K | Buy |
35,415
+255
| +0.7% | +$4.24K | 0.06% | 123 |
|
|
2022
Q2 | $589K | Sell |
35,160
-9
| -0% | -$151 | 0.06% | 125 |
|
|
2022
Q1 | $665K | Buy |
35,169
+9
| +0% | +$170 | 0.06% | 117 |
|
|
2021
Q4 | $558K | Sell |
35,160
-51
| -0.1% | -$809 | 0.05% | 114 |
|
|
2021
Q3 | $589K | Buy |
35,211
+51
| +0.1% | +$853 | 0.06% | 99 |
|
|
2021
Q2 | $641K | Sell |
35,160
-108
| -0.3% | -$1.97K | 0.07% | 86 |
|
|
2021
Q1 | $587K | Buy |
35,268
+108
| +0.3% | +$1.8K | 0.07% | 87 |
|
|
2020
Q4 | $481K | Hold |
35,160
| – | – | 0.06% | 96 |
|
|
2020
Q3 | $434K | Buy |
+35,160
| New | +$434K | 0.07% | 96 |
|