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 |
|