Dogwood Wealth Management’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 | $739K | Buy |
26,272
+269
| +1% | +$7.57K | 0.36% | 61 |
|
2025
Q1 | $742K | Sell |
26,003
-272
| -1% | -$7.76K | 0.39% | 50 |
|
2024
Q4 | $720K | Buy |
26,275
+4,253
| +19% | +$117K | 0.38% | 45 |
|
2024
Q3 | $486K | Buy |
22,022
+3,790
| +21% | +$83.7K | 0.28% | 71 |
|
2024
Q2 | $362K | Buy |
18,232
+4,754
| +35% | +$94.5K | 0.22% | 64 |
|
2024
Q1 | $247K | Buy |
+13,478
| New | +$247K | 0.17% | 70 |
|
2023
Q4 | – | Hold |
0
| – | – | – | 365 |
|