JFS Wealth 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 | $88.1K | Sell |
2,998
-102
| -3% | -$3K | 0.01% | 386 |
|
|
2025
Q1 | $88.4K | Sell |
3,100
-4
| -0.1% | -$114 | 0.01% | 382 |
|
|
2024
Q4 | $85.1K | Buy |
3,104
+827
| +36% | +$22.7K | 0.01% | 379 |
|
|
2024
Q3 | $50.3K | Buy |
2,277
+1,139
| +100% | +$25.2K | ﹤0.01% | 468 |
|
|
2024
Q2 | $22.6K | Sell |
1,138
-833
| -42% | -$16.6K | ﹤0.01% | 577 |
|
|
2024
Q1 | $36.2K | Sell |
1,971
-245
| -11% | -$4.49K | ﹤0.01% | 497 |
|
|
2023
Q4 | $39.1K | Buy |
2,216
+404
| +22% | +$7.13K | ﹤0.01% | 451 |
|
|
2023
Q3 | $30.1K | Buy |
1,812
+107
| +6% | +$1.78K | ﹤0.01% | 455 |
|
|
2023
Q2 | $29.4K | Buy |
1,705
+12
| +0.7% | +$207 | ﹤0.01% | 457 |
|
|
2023
Q1 | $29.6K | Sell |
1,693
-116
| -6% | -$2.03K | ﹤0.01% | 447 |
|
|
2022
Q4 | $32.7K | Sell |
1,809
-5
| -0.3% | -$90 | ﹤0.01% | 432 |
|
|
2022
Q3 | $30K | Buy |
1,814
+297
| +20% | +$4.91K | ﹤0.01% | 480 |
|
|
2022
Q2 | $25K | Sell |
1,517
-176
| -10% | -$2.9K | ﹤0.01% | 543 |
|
|
2022
Q1 | $32K | Buy |
1,693
+361
| +27% | +$6.82K | ﹤0.01% | 510 |
|
|
2021
Q4 | $21K | Sell |
1,332
-2,171
| -62% | -$34.2K | ﹤0.01% | 558 |
|
|
2021
Q3 | $59K | Sell |
3,503
-366
| -9% | -$6.16K | 0.01% | 392 |
|
|
2021
Q2 | $71K | Buy |
3,869
+2,815
| +267% | +$51.7K | 0.01% | 244 |
|
|
2021
Q1 | $18K | Buy |
1,054
+17
| +2% | +$290 | ﹤0.01% | 353 |
|
|
2020
Q4 | $14K | Buy |
1,037
+19
| +2% | +$257 | ﹤0.01% | 379 |
|
|
2020
Q3 | $13K | Buy |
1,018
+17
| +2% | +$217 | ﹤0.01% | 369 |
|
|
2020
Q2 | $15K | Buy |
1,001
+16
| +2% | +$240 | ﹤0.01% | 338 |
|
|
2020
Q1 | $14K | Buy |
985
+11
| +1% | +$156 | ﹤0.01% | 307 |
|
|
2019
Q4 | $21K | Buy |
974
+11
| +1% | +$237 | 0.01% | 301 |
|
|
2019
Q3 | $20K | Buy |
963
+56
| +6% | +$1.16K | 0.01% | 305 |
|
|
2019
Q2 | $19K | Buy |
907
+11
| +1% | +$230 | ﹤0.01% | 312 |
|
|
2019
Q1 | $18K | Buy |
896
+10
| +1% | +$201 | ﹤0.01% | 308 |
|
|
2018
Q4 | $14K | Buy |
886
+10
| +1% | +$158 | ﹤0.01% | 315 |
|
|
2018
Q3 | $16K | Sell |
876
-388
| -31% | -$7.09K | ﹤0.01% | 345 |
|
|
2018
Q2 | $22K | Buy |
1,264
+15
| +1% | +$261 | 0.01% | 303 |
|
|
2018
Q1 | $19K | Buy |
1,249
+9
| +0.7% | +$137 | 0.01% | 321 |
|
|
2017
Q4 | $22K | Buy |
1,240
+9
| +0.7% | +$160 | 0.01% | 324 |
|
|
2017
Q3 | $24K | Buy |
1,231
+8
| +0.7% | +$156 | 0.01% | 301 |
|
|
2017
Q2 | $23K | Sell |
1,223
-205
| -14% | -$3.86K | 0.01% | 284 |
|
|
2017
Q1 | $30K | Hold |
1,428
| – | – | 0.01% | 266 |
|
|
2016
Q4 | $30K | Sell |
1,428
-6,073
| -81% | -$128K | 0.01% | 266 |
|
|
2016
Q3 | $173K | Buy |
7,501
+6,320
| +535% | +$146K | 0.05% | 139 |
|
|
2016
Q2 | $22K | Buy |
1,181
+8
| +0.7% | +$149 | 0.01% | 316 |
|
|
2016
Q1 | $21K | Sell |
1,173
-551
| -32% | -$9.86K | 0.01% | 314 |
|
|
2015
Q4 | $25K | Buy |
+1,724
| New | +$25K | 0.01% | 308 |
|
|
2015
Q3 | – | Sell |
-525
| Closed | -$20K | – | 524 |
|
|
2015
Q2 | $20K | Buy |
525
+193
| +58% | +$7.35K | 0.01% | 279 |
|
|
2015
Q1 | $14K | Buy |
332
+25
| +8% | +$1.05K | 0.01% | 322 |
|
|
2014
Q4 | $13K | Buy |
+307
| New | +$13K | ﹤0.01% | 341 |
|