Peak Financial 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 | $703K | Sell |
23,911
-59
| -0.2% | -$1.74K | 0.36% | 40 |
|
|
2025
Q1 | $684K | Buy |
23,970
+1
| +0% | +$29 | 0.35% | 49 |
|
|
2024
Q4 | $657K | Sell |
23,969
-239
| -1% | -$6.55K | 0.34% | 48 |
|
|
2024
Q3 | $535K | Sell |
24,208
-288
| -1% | -$6.36K | 0.28% | 52 |
|
|
2024
Q2 | $487K | Buy |
24,496
+241
| +1% | +$4.79K | 0.28% | 48 |
|
|
2024
Q1 | $445K | Buy |
24,255
+170
| +0.7% | +$3.12K | 0.27% | 52 |
|
|
2023
Q4 | $425K | Buy |
24,085
+2,816
| +13% | +$49.7K | 0.28% | 53 |
|
|
2023
Q3 | $353K | Buy |
+21,269
| New | +$353K | 0.38% | 30 |
|
|
2021
Q3 | – | Sell |
-13,128
| Closed | -$239K | – | 77 |
|
|
2021
Q2 | $239K | Buy |
+13,128
| New | +$239K | 0.21% | 65 |
|