Lee Financial’s Kinder Morgan KMI Stock Holding History

Lee Financial’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Hold	11,694	–	–	0.05%	110
2025 Q1	$334K	Sell	11,694 -2,139	-15%	-$61K	0.05%	115
2024 Q4	$379K	Buy	13,833 +62	+0.5%	+$1.7K	0.05%	131
2024 Q3	$304K	Buy	13,771 +2,288	+20%	+$50.5K	0.04%	146
2024 Q2	$228K	Hold	11,483	–	–	0.04%	130
2024 Q1	$211K	Buy	11,483 +97	+0.9%	+$1.78K	0.04%	140
2023 Q4	$201K	Hold	11,386	–	–	0.04%	137
2023 Q3	$189K	Hold	11,386	–	–	0.04%	133
2023 Q2	$196K	Sell	11,386 -195	-2%	-$3.36K	0.03%	129
2023 Q1	$203K	Sell	11,581 -783	-6%	-$13.7K	0.03%	127
2022 Q4	$224K	Hold	12,364	–	–	0.04%	141
2022 Q3	$205K	Buy	12,364 +27	+0.2%	+$448	0.04%	142
2022 Q2	$207K	Hold	12,337	–	–	0.04%	142
2022 Q1	$233K	Hold	12,337	–	–	0.04%	138
2021 Q4	$196K	Hold	12,337	–	–	0.04%	143
2021 Q3	$207K	Sell	12,337 -64,208	-84%	-$1.08M	0.04%	139
2021 Q2	$1.4M	Sell	76,545 -275	-0.4%	-$5.01K	0.3%	53
2021 Q1	$1.28M	Buy	76,820 +5,013	+7%	+$83.5K	0.3%	54
2020 Q4	$981K	Sell	71,807 -9,069	-11%	-$124K	0.25%	56
2020 Q3	$997K	Buy	80,876 +5,305	+7%	+$65.4K	0.28%	58
2020 Q2	$1.15M	Sell	75,571 -2,664	-3%	-$40.4K	0.32%	56
2020 Q1	$1.09M	Buy	78,235 +1,136	+1%	+$15.8K	0.36%	46
2019 Q4	$1.63M	Buy	77,099 +455	+0.6%	+$9.63K	0.35%	38
2019 Q3	$1.58M	Buy	76,644 +966	+1%	+$19.9K	0.36%	38
2019 Q2	$1.58M	Buy	75,678 +812	+1%	+$17K	0.36%	37
2019 Q1	$1.5M	Buy	74,866 +8,350	+13%	+$167K	0.35%	38
2018 Q4	$1.02M	Buy	66,516 +60,049	+929%	+$924K	0.27%	52
2018 Q3	$115K	Sell	6,467 -958	-13%	-$17K	0.03%	154
2018 Q2	$131K	Hold	7,425	–	–	0.03%	191
2018 Q1	$111K	Buy	7,425 +958	+15%	+$14.3K	0.03%	198
2017 Q4	$117K	Hold	6,467	–	–	0.03%	144
2017 Q3	$124K	Hold	6,467	–	–	0.04%	132
2017 Q2	$124K	Hold	6,467	–	–	0.05%	138
2017 Q1	$141K	Hold	6,467	–	–	0.06%	121
2016 Q4	$134K	Buy	+6,467	New	+$134K	0.08%	122