Delta 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	$1.31M	Sell	44,657 -1,406	-3%	-$41.3K	0.46%	59
2025 Q1	$1.31M	Buy	46,063 +1,258	+3%	+$35.9K	0.49%	60
2024 Q4	$1.23M	Buy	44,805 +242	+0.5%	+$6.63K	0.46%	61
2024 Q3	$984K	Buy	44,563 +8,820	+25%	+$195K	0.36%	77
2024 Q2	$710K	Buy	35,743 +190	+0.5%	+$3.78K	0.28%	78
2024 Q1	$652K	Buy	35,553 +212	+0.6%	+$3.89K	0.26%	81
2023 Q4	$623K	Sell	35,341 -89	-0.3%	-$1.57K	0.27%	82
2023 Q3	$587K	Buy	35,430 +3,271	+10%	+$54.2K	0.26%	85
2023 Q2	$554K	Buy	32,159 +1,539	+5%	+$26.5K	0.24%	88
2023 Q1	$536K	Buy	30,620 +150	+0.5%	+$2.63K	0.26%	83
2022 Q4	$551K	Buy	30,470 +144	+0.5%	+$2.6K	0.27%	83
2022 Q3	$505K	Buy	30,326 +417	+1%	+$6.94K	0.27%	84
2022 Q2	$501K	Buy	29,909 +128	+0.4%	+$2.14K	0.25%	87
2022 Q1	$563K	Sell	29,781 -3,860	-11%	-$73K	0.24%	88
2021 Q4	$534K	Sell	33,641 -2,358	-7%	-$37.4K	0.22%	94
2021 Q3	$602K	Sell	35,999 -67	-0.2%	-$1.12K	0.27%	89
2021 Q2	$657K	Buy	36,066 +171	+0.5%	+$3.12K	0.29%	89
2021 Q1	$598K	Buy	35,895 +1,524	+4%	+$25.4K	0.28%	88
2020 Q4	$470K	Sell	34,371 -35,201	-51%	-$481K	0.24%	92
2020 Q3	$858K	Sell	69,572 -4,479	-6%	-$55.2K	0.47%	72
2020 Q2	$1.12M	Sell	74,051 -11,343	-13%	-$172K	0.66%	57
2020 Q1	$1.19M	Sell	85,394 -13,432	-14%	-$187K	0.82%	49
2019 Q4	$2.09M	Sell	98,826 -2,351	-2%	-$49.8K	0.82%	49
2019 Q3	$2.09M	Buy	101,177 +3,048	+3%	+$62.8K	0.84%	50
2019 Q2	$2.05M	Buy	+98,129	New	+$2.05M	0.85%	50