Beacon Investment 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
$593K Sell
20,453
-1
-0% -$29 0.26% 90
2025
Q1
$584K Buy
20,454
+1
+0% +$29 0.28% 91
2024
Q4
$560K Hold
20,453
0.26% 90
2024
Q3
$452K Buy
20,453
+453
+2% +$10K 0.21% 109
2024
Q2
$397K Buy
+20,000
New +$397K 0.2% 113