Valeo Financial Advisors’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $1.18M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $740K | Sell |
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|
2024
Q3 | $599K | Buy |
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|
2024
Q2 | $532K | Sell |
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|
2024
Q1 | $548K | Buy |
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|
2023
Q4 | $442K | Buy |
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $294K | Sell |
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|
2023
Q1 | $2.14M | Buy |
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|
2022
Q4 | $421K | Sell |
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|
2022
Q3 | $2M | Buy |
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|
2022
Q2 | $307K | Sell |
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|
2022
Q1 | $378K | Buy |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $360K | Buy |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $161K | Sell |
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|
2020
Q3 | $224K | Sell |
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|
2020
Q2 | $306K | Buy |
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|
2020
Q1 | $97K | Sell |
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|
2019
Q4 | $781K | Sell |
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|
2019
Q3 | $763K | Buy |
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|
2019
Q2 | $771K | Sell |
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|
2019
Q1 | $1.21M | Sell |
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|
2018
Q4 | $1.34M | Buy |
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|
2018
Q3 | $201K | Sell |
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|
2018
Q2 | $223K | Sell |
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|
2018
Q1 | $268K | Buy |
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|
2017
Q4 | $286K | Buy |
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|
2017
Q3 | $104K | Buy |
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