Forum Financial 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
$1.93M Buy
65,653
+3,074
+5% +$90.4K 0.03% 128
2025
Q1
$1.79M Sell
62,579
-795
-1% -$22.7K 0.03% 130
2024
Q4
$1.74M Buy
63,374
+8,735
+16% +$239K 0.03% 136
2024
Q3
$1.21M Buy
54,639
+131
+0.2% +$2.89K 0.02% 161
2024
Q2
$1.08M Sell
54,508
-535
-1% -$10.6K 0.02% 161
2024
Q1
$1.01M Sell
55,043
-178
-0.3% -$3.27K 0.02% 193
2023
Q4
$974K Sell
55,221
-1,090
-2% -$19.2K 0.02% 168
2023
Q3
$934K Sell
56,311
-3,931
-7% -$65.2K 0.02% 169
2023
Q2
$1.04M Hold
60,242
0.02% 156
2023
Q1
$1.05M Buy
60,242
+1,472
+3% +$25.8K 0.03% 135
2022
Q4
$1.06M Buy
58,770
+250
+0.4% +$4.52K 0.04% 129
2022
Q3
$974K Buy
58,520
+1,302
+2% +$21.7K 0.05% 118
2022
Q2
$959K Sell
57,218
-2,416
-4% -$40.5K 0.05% 128
2022
Q1
$1.13M Sell
59,634
-2,946
-5% -$55.7K 0.05% 109
2021
Q4
$993K Buy
+62,580
New +$993K 0.05% 131