OFA
Oak Family Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-145,132
| Closed | -$2.54M | – | 115 |
|
|
2023
Q1 | $2.54M | Sell |
145,132
-33,333
| -19% | -$584K | 1.25% | 27 |
|
|
2022
Q4 | $3.23M | Sell |
178,465
-13,398
| -7% | -$242K | 1.73% | 20 |
|
|
2022
Q3 | $3.19M | Sell |
191,863
-192,624
| -50% | -$3.21M | 1.71% | 14 |
|
|
2022
Q2 | $6.44M | Sell |
384,487
-15,371
| -4% | -$258K | 3.24% | 4 |
|
|
2022
Q1 | $7.56M | Buy |
399,858
+230,065
| +135% | +$4.35M | 2.96% | 4 |
|
|
2021
Q4 | $2.69M | Buy |
169,793
+3,918
| +2% | +$62.1K | 1.01% | 21 |
|
|
2021
Q3 | $2.78M | Sell |
165,875
-57,052
| -26% | -$954K | 1.01% | 23 |
|
|
2021
Q2 | $4.06M | Buy |
222,927
+17,749
| +9% | +$324K | 1.7% | 13 |
|
|
2021
Q1 | $3.42M | Buy |
205,178
+41,025
| +25% | +$683K | 1.48% | 12 |
|
|
2020
Q4 | $2.24M | Buy |
+164,153
| New | +$2.24M | 1.16% | 17 |
|