Lantern 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 | $1.68M | Buy |
+57,125
| New | +$1.68M | 1% | 27 |
|
|
2024
Q4 | $1.59M | Sell |
58,013
-587
| -1% | -$16.1K | 1.03% | 26 |
|
|
2024
Q3 | $1.29M | Hold |
58,600
| – | – | 0.9% | 33 |
|
|
2024
Q2 | $1.16M | Buy |
58,600
+1,500
| +3% | +$29.8K | 0.84% | 36 |
|
|
2024
Q1 | $1.05M | Hold |
57,100
| – | – | 0.74% | 39 |
|
|
2023
Q4 | $1.01M | Buy |
+57,100
| New | +$1.01M | 0.79% | 37 |
|