Next Financial Group’s Kinder Morgan KMI Stock Holding History

Next Financial Group’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	$266K	Buy	16,760 +4,509	+37%	+$71.6K	0.02%	785
2021 Q3	$205K	Sell	12,251 -12,891	-51%	-$216K	0.02%	823
2021 Q2	$458K	Buy	25,142 +18,700	+290%	+$341K	0.04%	496
2021 Q1	$107K	Sell	6,442 -22,054	-77%	-$366K	0.01%	1002
2020 Q4	$390K	Buy	28,496 +20,955	+278%	+$287K	0.04%	464
2020 Q3	$93K	Sell	7,541 -7,155	-49%	-$88.2K	0.01%	895
2020 Q2	$223K	Sell	14,696 -9,329	-39%	-$142K	0.03%	501
2020 Q1	$334K	Buy	24,025 +16,743	+230%	+$233K	0.04%	367
2019 Q4	$154K	Sell	7,282 -3,362	-32%	-$71.1K	0.02%	782
2019 Q3	$219K	Sell	10,644 -8,383	-44%	-$172K	0.02%	635
2019 Q2	$397K	Buy	19,027 +4,899	+35%	+$102K	0.04%	403
2019 Q1	$283K	Buy	14,128 +4,528	+47%	+$90.7K	0.07%	275
2018 Q4	$148K	Buy	9,600 +4,136	+76%	+$63.8K	0.03%	468
2018 Q3	$97K	Sell	5,464 -6,253	-53%	-$111K	0.05%	362
2018 Q2	$207K	Sell	11,717 -290	-2%	-$5.12K	0.08%	265
2018 Q1	$181K	Buy	+12,007	New	+$181K	0.04%	390
2017 Q4	–	Sell	-20,805	Closed	-$390K	–	880
2017 Q3	$390K	Sell	20,805 -3,102	-13%	-$58.1K	0.11%	199
2017 Q2	$458K	Sell	23,907 -2,947	-11%	-$56.5K	0.11%	202
2017 Q1	$554K	Sell	26,854 -19,135	-42%	-$395K	0.15%	143
2016 Q4	$952K	Sell	45,989 -3,692	-7%	-$76.4K	0.17%	140
2016 Q3	$1.15M	Sell	49,681 -2,727	-5%	-$63.1K	0.21%	118
2016 Q2	$981K	Sell	52,408 -4,077	-7%	-$76.3K	0.31%	78
2016 Q1	$1.01M	Sell	56,485 -3,791	-6%	-$67.7K	0.36%	68
2015 Q4	$899K	Buy	60,276 +6,140	+11%	+$91.6K	0.33%	72
2015 Q3	$1.5M	Buy	54,136 +1,027	+2%	+$28.4K	0.54%	39
2015 Q2	$2.04M	Sell	53,109 -6,520	-11%	-$250K	0.7%	18
2015 Q1	$2.51M	Sell	59,629 -1,597	-3%	-$67.1K	0.8%	15
2014 Q4	$2.59M	Buy	61,226 +40,528	+196%	+$1.71M	0.86%	15
2014 Q3	$794K	Buy	+20,698	New	+$794K	0.16%	142