Univest 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 | $957K | Buy |
32,554
+1,678
| +5% | +$49.3K | 0.06% | 151 |
|
|
2025
Q1 | $881K | Sell |
30,876
-4,032
| -12% | -$115K | 0.06% | 162 |
|
|
2024
Q4 | $956K | Buy |
34,908
+735
| +2% | +$20.1K | 0.06% | 160 |
|
|
2024
Q3 | $755K | Buy |
34,173
+22,730
| +199% | +$502K | 0.05% | 171 |
|
|
2024
Q2 | $227K | Sell |
11,443
-140
| -1% | -$2.78K | 0.06% | 129 |
|
|
2024
Q1 | $212K | Sell |
11,583
-85
| -0.7% | -$1.56K | 0.06% | 125 |
|
|
2023
Q4 | $206K | Sell |
11,668
-193
| -2% | -$3.41K | 0.06% | 116 |
|
|
2023
Q3 | $197K | Sell |
11,861
-329
| -3% | -$5.46K | 0.07% | 106 |
|
|
2023
Q2 | $210K | Hold |
12,190
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $213K | Buy |
+12,190
| New | +$213K | 0.07% | 99 |
|
|
2020
Q1 | – | Sell |
-22,306
| Closed | -$462K | – | 123 |
|
|
2019
Q4 | $462K | Buy |
+22,306
| New | +$462K | 0.2% | 70 |
|
|
2017
Q2 | – | Sell |
-19,720
| Closed | -$429K | – | 94 |
|
|
2017
Q1 | $429K | Sell |
19,720
-2,586
| -12% | -$56.3K | 0.19% | 71 |
|
|
2016
Q4 | $462K | Sell |
22,306
-520
| -2% | -$10.8K | 0.2% | 70 |
|
|
2016
Q3 | $528K | Buy |
22,826
+901
| +4% | +$20.8K | 0.24% | 61 |
|
|
2016
Q2 | $410K | Buy |
21,925
+4,686
| +27% | +$87.6K | 0.19% | 69 |
|
|
2016
Q1 | $308K | Buy |
+17,239
| New | +$308K | 0.14% | 81 |
|