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