Annex Advisory Services’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 | $284K | Sell |
9,650
-896
| -8% | -$26.3K | 0.01% | 262 |
|
|
2025
Q1 | $301K | Sell |
10,546
-1,813
| -15% | -$51.7K | 0.01% | 246 |
|
|
2024
Q4 | $339K | Buy |
+12,359
| New | +$339K | 0.01% | 242 |
|
|
2015
Q3 | – | Sell |
-7,346
| Closed | -$282K | – | 118 |
|
|
2015
Q2 | $282K | Buy |
7,346
+109
| +2% | +$4.18K | 0.09% | 96 |
|
|
2015
Q1 | $304K | Buy |
7,237
+577
| +9% | +$24.2K | 0.1% | 79 |
|
|
2014
Q4 | $282K | Buy |
+6,660
| New | +$282K | 0.09% | 71 |
|