HBK Sorce Advisory’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 | $208K | Sell |
7,074
-305
| -4% | -$8.97K | 0.01% | 540 |
|
|
2025
Q1 | $211K | Buy |
+7,379
| New | +$211K | 0.01% | 524 |
|
|
2015
Q4 | – | Sell |
-8,002
| Closed | -$221K | – | 227 |
|
|
2015
Q3 | $221K | Sell |
8,002
-13,812
| -63% | -$381K | 0.07% | 174 |
|
|
2015
Q2 | $837K | Sell |
21,814
-504
| -2% | -$19.3K | 0.28% | 57 |
|
|
2015
Q1 | $939K | Buy |
22,318
+910
| +4% | +$38.3K | 0.32% | 43 |
|
|
2014
Q4 | $906K | Buy |
+21,408
| New | +$906K | 0.31% | 57 |
|