Gallagher Fiduciary 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
Q1 | – | Sell |
-25,869
| Closed | -$709K | – | 324 |
|
|
2024
Q4 | $709K | Buy |
25,869
+1,272
| +5% | +$34.9K | 0.14% | 106 |
|
|
2024
Q3 | $543K | Sell |
24,597
-529
| -2% | -$11.7K | 0.11% | 109 |
|
|
2024
Q2 | $499K | Sell |
25,126
-2,404
| -9% | -$47.8K | 0.11% | 104 |
|
|
2024
Q1 | $505K | Sell |
27,530
-2,854
| -9% | -$52.3K | 0.02% | 110 |
|
|
2023
Q4 | $536K | Buy |
30,384
+669
| +2% | +$11.8K | 0.02% | 97 |
|
|
2023
Q3 | $493K | Sell |
29,715
-1,723
| -5% | -$28.6K | 0.04% | 102 |
|
|
2023
Q2 | $541K | Buy |
31,438
+398
| +1% | +$6.85K | 0.04% | 118 |
|
|
2023
Q1 | $544K | Buy |
+31,040
| New | +$544K | 0.04% | 113 |
|