First Foundation 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
$406K Buy
13,824
+3,771
+38% +$111K 0.02% 259
2025
Q1
$287K Sell
10,053
-1,543
-13% -$44K 0.01% 277
2024
Q4
$318K Sell
11,596
-2,044
-15% -$56K 0.01% 281
2024
Q3
$301K Sell
13,640
-3,313
-20% -$73.2K 0.01% 285
2024
Q2
$337K Buy
16,953
+13,758
+431% +$273K 0.01% 269
2024
Q1
$58.6K Sell
3,195
-1,788
-36% -$32.8K ﹤0.01% 400
2023
Q4
$87.9K Buy
+4,983
New +$87.9K ﹤0.01% 389
2020
Q4
Sell
-13,859
Closed -$171K 417
2020
Q3
$171K Sell
13,859
-38,805
-74% -$479K 0.01% 358
2020
Q2
$799K Sell
52,664
-2,612
-5% -$39.6K 0.04% 188
2020
Q1
$769K Sell
55,276
-9,129
-14% -$127K 0.05% 186
2019
Q4
$1.36M Sell
64,405
-2,296
-3% -$48.6K 0.07% 158
2019
Q3
$1.38M Buy
66,701
+6,818
+11% +$141K 0.07% 141
2019
Q2
$1.25M Sell
59,883
-597
-1% -$12.5K 0.07% 155
2019
Q1
$1.21M Sell
60,480
-357
-0.6% -$7.14K 0.07% 153
2018
Q4
$936K Sell
60,837
-3,113
-5% -$47.9K 0.06% 187
2018
Q3
$1.13M Buy
63,950
+52,711
+469% +$935K 0.06% 156
2018
Q2
$199K Buy
+11,239
New +$199K 0.01% 307
2015
Q2
Sell
-5,750
Closed -$242K 257
2015
Q1
$242K Buy
+5,750
New +$242K 0.02% 197