Alpha Cubed Investments’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 Q4	$413K	Sell	15,030 -401	-3%	-$10.8K	0.01%	199
2025 Q3	$437K	Buy	15,431 +33	+0.2%	+$903	0.02%	193
2025 Q2	$453K	Buy	15,398 +368	+2%	+$10.1K	0.02%	193
2025 Q1	$429K	Buy	15,030 +5,387	+56%	+$149K	0.02%	189
2024 Q4	$264K	Buy	+9,643	New	+$251K	0.01%	210
2022 Q3	–	Sell	-13,224	Closed	-$222K	–	297
2022 Q2	$222K	Buy	13,224 +219	+2%	+$4.1K	0.02%	272
2022 Q1	$246K	Buy	+13,005	New	+$229K	0.02%	287
2019 Q2	–	Sell	-10,257	Closed	-$205K	–	262
2019 Q1	$205K	Sell	10,257 -1,000	-9%	-$18.7K	0.02%	227
2018 Q4	$173K	Sell	11,257 -24,153	-68%	-$409K	0.03%	210
2018 Q3	$637K	Buy	35,410 +21,657	+157%	+$387K	0.07%	140
2018 Q2	$243K	Sell	13,753 -500	-4%	-$8.18K	0.03%	198
2018 Q1	$215K	Sell	14,253 -2,905	-17%	-$50.3K	0.03%	206
2017 Q4	$310K	Buy	17,158 +1,799	+12%	+$32.3K	0.04%	178
2017 Q3	$295K	Buy	+15,359	New	+$299K	0.04%	171
2015 Q4	–	Sell	-25,357	Closed	-$694K	–	183
2015 Q3	$694K	Buy	25,357 +5,167	+26%	+$171K	0.18%	102
2015 Q2	$775K	Buy	20,190 +5,953	+42%	+$249K	0.21%	102
2015 Q1	$599K	Sell	14,237 -63,055	-82%	-$2.61M	0.19%	107
2014 Q4	$3.27M	Buy	77,292 +4,894	+7%	+$193K	1.28%	29
2014 Q3	$2.78M	Buy	72,398 +40,321	+126%	+$1.53M	1.31%	20
2014 Q2	$1.16M	Sell	32,077 -67	-0.2%	-$2.26K	0.52%	69
2014 Q1	$1.04M	Sell	32,144 -25,991	-45%	-$871K	0.54%	64
2013 Q4	$2.09M	Buy	+58,135	New	+$2.04M	0.75%	44