Fiduciary Group’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 | $516K | Buy |
17,555
+630
| +4% | +$18.5K | 0.05% | 195 |
|
|
2025
Q1 | $483K | Buy |
16,925
+950
| +6% | +$27.1K | 0.05% | 195 |
|
|
2024
Q4 | $438K | Buy |
15,975
+332
| +2% | +$9.1K | 0.04% | 203 |
|
|
2024
Q3 | $346K | Buy |
15,643
+150
| +1% | +$3.31K | 0.04% | 224 |
|
|
2024
Q2 | $308K | Buy |
15,493
+3,500
| +29% | +$69.5K | 0.03% | 230 |
|
|
2024
Q1 | $220K | Buy |
+11,993
| New | +$220K | 0.02% | 257 |
|
|
2023
Q4 | – | Sell |
-10,187
| Closed | -$169K | – | 261 |
|
|
2023
Q3 | $169K | Buy |
+10,187
| New | +$169K | 0.02% | 234 |
|