Oxford Financial Group’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 | $452K | Sell |
15,384
-116
| -0.7% | -$3.41K | 0.03% | 140 |
|
|
2025
Q1 | $442K | Sell |
15,500
-4,440
| -22% | -$127K | 0.03% | 143 |
|
|
2024
Q4 | $546K | Buy |
19,940
+196
| +1% | +$5.37K | 0.04% | 134 |
|
|
2024
Q3 | $436K | Sell |
19,744
-2,612
| -12% | -$57.7K | 0.03% | 158 |
|
|
2024
Q2 | $444K | Buy |
22,356
+5,910
| +36% | +$117K | 0.03% | 164 |
|
|
2024
Q1 | $302K | Buy |
16,446
+1,087
| +7% | +$19.9K | 0.02% | 180 |
|
|
2023
Q4 | $271K | Buy |
15,359
+125
| +0.8% | +$2.21K | 0.02% | 196 |
|
|
2023
Q3 | $253K | Sell |
15,234
-653
| -4% | -$10.8K | 0.02% | 187 |
|
|
2023
Q2 | $274K | Buy |
+15,887
| New | +$274K | 0.03% | 189 |
|