HBK Sorce Advisory’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$261K Buy
2025
Q2
$208K Sell
2025
Q1
$211K Buy
2015
Q4
Sell
2015
Q3
$221K Sell
2015
Q2
$837K Sell
2015
Q1
$939K Buy
2014
Q4
$906K Buy