Valeo 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 | $1.18M | Buy |
40,027
+805
| +2% | +$23.7K | 0.03% | 260 |
|
|
2025
Q1 | $1.12M | Buy |
39,222
+12,229
| +45% | +$349K | 0.03% | 240 |
|
|
2024
Q4 | $740K | Sell |
26,993
-131
| -0.5% | -$3.59K | 0.02% | 325 |
|
|
2024
Q3 | $599K | Buy |
27,124
+329
| +1% | +$7.27K | 0.02% | 367 |
|
|
2024
Q2 | $532K | Sell |
26,795
-2,361
| -8% | -$46.9K | 0.02% | 374 |
|
|
2024
Q1 | $548K | Buy |
29,156
+4,109
| +16% | +$77.3K | 0.02% | 348 |
|
|
2023
Q4 | $442K | Buy |
25,047
+12,259
| +96% | +$216K | 0.02% | 396 |
|
|
2023
Q3 | $212K | Sell |
12,788
-4,269
| -25% | -$70.8K | 0.01% | 556 |
|
|
2023
Q2 | $294K | Sell |
17,057
-105,051
| -86% | -$1.81M | 0.01% | 438 |
|
|
2023
Q1 | $2.14M | Buy |
122,108
+98,842
| +425% | +$1.73M | 0.1% | 117 |
|
|
2022
Q4 | $421K | Sell |
23,266
-96,957
| -81% | -$1.75M | 0.02% | 308 |
|
|
2022
Q3 | $2M | Buy |
120,223
+101,919
| +557% | +$1.7M | 0.13% | 103 |
|
|
2022
Q2 | $307K | Sell |
18,304
-16,264
| -47% | -$273K | 0.02% | 332 |
|
|
2022
Q1 | $378K | Buy |
34,568
+19,512
| +130% | +$213K | 0.02% | 370 |
|
|
2021
Q4 | $239K | Sell |
15,056
-3,176
| -17% | -$50.4K | 0.01% | 455 |
|
|
2021
Q3 | $305K | Sell |
18,232
-1,508
| -8% | -$25.2K | 0.02% | 377 |
|
|
2021
Q2 | $360K | Buy |
19,740
+1,474
| +8% | +$26.9K | 0.02% | 309 |
|
|
2021
Q1 | $304K | Buy |
18,266
+6,511
| +55% | +$108K | 0.01% | 344 |
|
|
2020
Q4 | $161K | Sell |
11,755
-6,414
| -35% | -$87.8K | 0.01% | 447 |
|
|
2020
Q3 | $224K | Sell |
18,169
-1,998
| -10% | -$24.6K | 0.02% | 295 |
|
|
2020
Q2 | $306K | Buy |
20,167
+13,870
| +220% | +$210K | 0.03% | 245 |
|
|
2020
Q1 | $97K | Sell |
6,297
-30,586
| -83% | -$471K | 0.01% | 424 |
|
|
2019
Q4 | $781K | Sell |
36,883
-131
| -0.4% | -$2.77K | 0.08% | 154 |
|
|
2019
Q3 | $763K | Buy |
37,014
+90
| +0.2% | +$1.86K | 0.08% | 140 |
|
|
2019
Q2 | $771K | Sell |
36,924
-23,468
| -39% | -$490K | 0.09% | 142 |
|
|
2019
Q1 | $1.21M | Sell |
60,392
-26,490
| -30% | -$530K | 0.15% | 106 |
|
|
2018
Q4 | $1.34M | Buy |
86,882
+75,096
| +637% | +$1.15M | 0.19% | 89 |
|
|
2018
Q3 | $201K | Sell |
11,786
-731
| -6% | -$12.5K | 0.03% | 275 |
|
|
2018
Q2 | $223K | Sell |
12,517
-5,304
| -30% | -$94.5K | 0.03% | 265 |
|
|
2018
Q1 | $268K | Buy |
17,821
+2,000
| +13% | +$30.1K | 0.04% | 218 |
|
|
2017
Q4 | $286K | Buy |
15,821
+10,409
| +192% | +$188K | 0.05% | 201 |
|
|
2017
Q3 | $104K | Buy |
+5,412
| New | +$104K | 0.02% | 285 |
|