JFA
JNBA Financial Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,000
| Closed | -$28.5K | – | 676 |
|
|
2025
Q1 | $28.5K | Buy |
1,000
+870
| +669% | +$24.8K | ﹤0.01% | 341 |
|
|
2024
Q4 | $3.56K | Hold |
130
| – | – | ﹤0.01% | 560 |
|
|
2024
Q3 | $2.87K | Hold |
130
| – | – | ﹤0.01% | 580 |
|
|
2024
Q2 | $2.58K | Hold |
130
| – | – | ﹤0.01% | 565 |
|
|
2024
Q1 | $2.39K | Sell |
130
-18
| -12% | -$330 | ﹤0.01% | 592 |
|
|
2023
Q4 | $2.61K | Sell |
148
-22
| -13% | -$388 | ﹤0.01% | 593 |
|
|
2023
Q3 | $2.82K | Sell |
170
-42
| -20% | -$696 | ﹤0.01% | 600 |
|
|
2023
Q2 | $3.65K | Sell |
212
-20
| -9% | -$344 | ﹤0.01% | 571 |
|
|
2023
Q1 | $4.06K | Buy |
232
+20
| +9% | +$350 | ﹤0.01% | 570 |
|
|
2022
Q4 | $3.83K | Hold |
212
| – | – | ﹤0.01% | 539 |
|
|
2022
Q3 | $4K | Hold |
212
| – | – | ﹤0.01% | 548 |
|
|
2022
Q2 | $4K | Hold |
212
| – | – | ﹤0.01% | 585 |
|
|
2022
Q1 | $4K | Hold |
212
| – | – | ﹤0.01% | 574 |
|
|
2021
Q4 | $3K | Sell |
212
-418
| -66% | -$5.92K | ﹤0.01% | 693 |
|
|
2021
Q3 | $11K | Hold |
630
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $11K | Hold |
630
| – | – | ﹤0.01% | 473 |
|
|
2021
Q1 | $10K | Hold |
630
| – | – | ﹤0.01% | 462 |
|
|
2020
Q4 | $9K | Hold |
630
| – | – | ﹤0.01% | 444 |
|
|
2020
Q3 | $8K | Hold |
630
| – | – | ﹤0.01% | 438 |
|
|
2020
Q2 | $10K | Hold |
630
| – | – | ﹤0.01% | 408 |
|
|
2020
Q1 | $9K | Hold |
630
| – | – | ﹤0.01% | 396 |
|
|
2019
Q4 | $13K | Hold |
630
| – | – | ﹤0.01% | 405 |
|
|
2019
Q3 | $13K | Sell |
630
-428
| -40% | -$8.83K | ﹤0.01% | 383 |
|
|
2019
Q2 | $22K | Buy |
1,058
+428
| +68% | +$8.9K | ﹤0.01% | 332 |
|
|
2019
Q1 | $13K | Hold |
630
| – | – | ﹤0.01% | 379 |
|
|
2018
Q4 | $10K | Sell |
630
-138
| -18% | -$2.19K | ﹤0.01% | 381 |
|
|
2018
Q3 | $14K | Buy |
768
+138
| +22% | +$2.52K | 0.01% | 343 |
|
|
2018
Q2 | $11K | Hold |
630
| – | – | ﹤0.01% | 387 |
|
|
2018
Q1 | $9K | Hold |
630
| – | – | ﹤0.01% | 386 |
|
|
2017
Q4 | $11K | Hold |
630
| – | – | ﹤0.01% | 363 |
|
|
2017
Q3 | $12K | Hold |
630
| – | – | ﹤0.01% | 347 |
|
|
2017
Q2 | $12K | Sell |
630
-1,358
| -68% | -$25.9K | ﹤0.01% | 341 |
|
|
2017
Q1 | $43K | Hold |
1,988
| – | – | 0.01% | 213 |
|
|
2016
Q4 | $41K | Buy |
1,988
+36
| +2% | +$742 | 0.01% | 226 |
|
|
2016
Q3 | $45K | Sell |
1,952
-932
| -32% | -$21.5K | 0.01% | 562 |
|
|
2016
Q2 | $54K | Hold |
2,884
| – | – | 0.02% | 198 |
|
|
2016
Q1 | $52K | Hold |
2,884
| – | – | 0.02% | 194 |
|
|
2015
Q4 | $43K | Sell |
2,884
-200
| -6% | -$2.98K | 0.02% | 208 |
|
|
2015
Q3 | $85K | Hold |
3,084
| – | – | 0.04% | 142 |
|
|
2015
Q2 | $118K | Hold |
3,084
| – | – | 0.04% | 118 |
|
|
2015
Q1 | $130K | Hold |
3,084
| – | – | 0.05% | 112 |
|
|
2014
Q4 | $130K | Buy |
3,084
+3,002
| +3,661% | +$127K | 0.05% | 115 |
|
|
2014
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 491 |
|
|
2014
Q2 | $3K | Hold |
82
| – | – | ﹤0.01% | 442 |
|
|
2014
Q1 | $3K | Hold |
82
| – | – | ﹤0.01% | 414 |
|
|
2013
Q4 | $3K | Hold |
82
| – | – | ﹤0.01% | 384 |
|
|
2013
Q3 | $3K | Hold |
82
| – | – | ﹤0.01% | 372 |
|
|
2013
Q2 | $3K | Buy |
+82
| New | +$3K | ﹤0.01% | 328 |
|