United Capital 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 | $3.2M | Buy |
108,795
+697
| +0.6% | +$20.5K | 0.03% | 345 |
|
|
2025
Q1 | $3.08M | Buy |
108,098
+4,695
| +5% | +$134K | 0.03% | 349 |
|
|
2024
Q4 | $2.83M | Sell |
103,403
-3,538
| -3% | -$96.9K | 0.02% | 350 |
|
|
2024
Q3 | $2.36M | Sell |
106,941
-63
| -0.1% | -$1.39K | 0.02% | 380 |
|
|
2024
Q2 | $2.13M | Sell |
107,004
-136,134
| -56% | -$2.7M | 0.02% | 387 |
|
|
2024
Q1 | $4.46M | Sell |
243,138
-11,652
| -5% | -$214K | 0.04% | 299 |
|
|
2023
Q4 | $4.49M | Sell |
254,790
-288,295
| -53% | -$5.09M | 0.04% | 303 |
|
|
2023
Q3 | $9M | Sell |
543,085
-31,608
| -5% | -$524K | 0.06% | 234 |
|
|
2023
Q2 | $9.9M | Sell |
574,693
-51,230
| -8% | -$882K | 0.05% | 233 |
|
|
2023
Q1 | $11M | Buy |
625,923
+19,167
| +3% | +$336K | 0.06% | 229 |
|
|
2022
Q4 | $11M | Buy |
606,756
+34,194
| +6% | +$618K | 0.06% | 238 |
|
|
2022
Q3 | $9.53M | Buy |
572,562
+3,378
| +0.6% | +$56.2K | 0.06% | 247 |
|
|
2022
Q2 | $9.54M | Buy |
569,184
+10,254
| +2% | +$172K | 0.05% | 264 |
|
|
2022
Q1 | $10.6M | Buy |
558,930
+16,534
| +3% | +$313K | 0.05% | 269 |
|
|
2021
Q4 | $8.6M | Buy |
542,396
+3,650
| +0.7% | +$57.9K | 0.04% | 294 |
|
|
2021
Q3 | $9.01M | Sell |
538,746
-35,626
| -6% | -$596K | 0.05% | 290 |
|
|
2021
Q2 | $10.5M | Sell |
574,372
-41,882
| -7% | -$764K | 0.05% | 263 |
|
|
2021
Q1 | $10.3M | Sell |
616,254
-123,547
| -17% | -$2.06M | 0.06% | 254 |
|
|
2020
Q4 | $10.1M | Sell |
739,801
-281,139
| -28% | -$3.84M | 0.06% | 252 |
|
|
2020
Q3 | $12.6M | Sell |
1,020,940
-23,295
| -2% | -$287K | 0.08% | 219 |
|
|
2020
Q2 | $15.8M | Sell |
1,044,235
-33,288
| -3% | -$505K | 0.12% | 190 |
|
|
2020
Q1 | $15M | Sell |
1,077,523
-249,422
| -19% | -$3.47M | 0.12% | 182 |
|
|
2019
Q4 | $28.1M | Buy |
1,326,945
+1,020
| +0.1% | +$21.6K | 0.18% | 122 |
|
|
2019
Q3 | $27.3M | Sell |
1,325,925
-68,617
| -5% | -$1.41M | 0.19% | 119 |
|
|
2019
Q2 | $29.1M | Sell |
1,394,542
-552
| -0% | -$11.5K | 0.19% | 114 |
|
|
2019
Q1 | $27.9M | Buy |
1,395,094
+50,992
| +4% | +$1.02M | 0.2% | 110 |
|
|
2018
Q4 | $20.7M | Buy |
1,344,102
+54,459
| +4% | +$838K | 0.16% | 132 |
|
|
2018
Q3 | $22.9M | Buy |
1,289,643
+46,154
| +4% | +$818K | 0.16% | 140 |
|
|
2018
Q2 | $22M | Buy |
1,243,489
+47,267
| +4% | +$835K | 0.16% | 138 |
|
|
2018
Q1 | $18M | Buy |
1,196,222
+211,475
| +21% | +$3.18M | 0.14% | 172 |
|
|
2017
Q4 | $18M | Sell |
984,747
-21,585
| -2% | -$395K | 0.14% | 168 |
|
|
2017
Q3 | $19.3M | Buy |
1,006,332
+168,144
| +20% | +$3.22M | 0.16% | 143 |
|
|
2017
Q2 | $16.1M | Buy |
838,188
+5,574
| +0.7% | +$107K | 0.14% | 165 |
|
|
2017
Q1 | $18.1M | Buy |
832,614
+3,640
| +0.4% | +$79.1K | 0.17% | 137 |
|
|
2016
Q4 | $17.2M | Buy |
828,974
+55,475
| +7% | +$1.15M | 0.17% | 132 |
|
|
2016
Q3 | $17.9M | Buy |
773,499
+50,516
| +7% | +$1.17M | 0.17% | 139 |
|
|
2016
Q2 | $13.7M | Sell |
722,983
-28,318
| -4% | -$538K | 0.14% | 161 |
|
|
2016
Q1 | $13.4M | Sell |
751,301
-61,066
| -8% | -$1.09M | 0.15% | 148 |
|
|
2015
Q4 | $12.1M | Sell |
812,367
-432,763
| -35% | -$6.46M | 0.14% | 164 |
|
|
2015
Q3 | $34.5M | Buy |
1,245,130
+159,297
| +15% | +$4.41M | 0.41% | 44 |
|
|
2015
Q2 | $41.7M | Buy |
1,085,833
+111,916
| +11% | +$4.3M | 0.48% | 36 |
|
|
2015
Q1 | $41.8M | Buy |
973,917
+49,919
| +5% | +$2.14M | 0.51% | 35 |
|
|
2014
Q4 | $39.1M | Buy |
923,998
+398,111
| +76% | +$16.8M | 0.59% | 36 |
|
|
2014
Q3 | $20.2M | Buy |
525,887
+57,123
| +12% | +$2.19M | 0.35% | 73 |
|
|
2014
Q2 | $17M | Buy |
468,764
+76,813
| +20% | +$2.79M | 0.32% | 84 |
|
|
2014
Q1 | $12.7M | Buy |
391,951
+154,742
| +65% | +$5.03M | 0.27% | 86 |
|
|
2013
Q4 | $8.54M | Sell |
237,209
-98,837
| -29% | -$3.56M | 0.29% | 95 |
|
|
2013
Q3 | $12M | Buy |
336,046
+18,171
| +6% | +$646K | 0.38% | 58 |
|
|
2013
Q2 | $12.1M | Buy |
+317,875
| New | +$12.1M | 0.32% | 83 |
|