Pettinga 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 | $283K | Sell |
9,634
-700
| -7% | -$20.6K | 0.06% | 112 |
|
|
2025
Q1 | $295K | Sell |
10,334
-1,250
| -11% | -$35.7K | 0.07% | 101 |
|
|
2024
Q4 | $317K | Sell |
11,584
-1,750
| -13% | -$48K | 0.07% | 104 |
|
|
2024
Q3 | $295K | Sell |
13,334
-1,000
| -7% | -$22.1K | 0.07% | 100 |
|
|
2024
Q2 | $285K | Buy |
14,334
+1,000
| +7% | +$19.9K | 0.07% | 104 |
|
|
2024
Q1 | $245K | Hold |
13,334
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $235K | Hold |
13,334
| – | – | 0.06% | 109 |
|
|
2023
Q3 | $221K | Hold |
13,334
| – | – | 0.07% | 97 |
|
|
2023
Q2 | $230K | Hold |
13,334
| – | – | 0.07% | 93 |
|
|
2023
Q1 | $233K | Buy |
+13,334
| New | +$233K | 0.07% | 93 |
|
|
2021
Q4 | – | Sell |
-10,100
| Closed | -$169K | – | 118 |
|
|
2021
Q3 | $169K | Buy |
+10,100
| New | +$169K | 0.04% | 109 |
|
|
2020
Q4 | – | Sell |
-12,000
| Closed | -$148K | – | 95 |
|
|
2020
Q3 | $148K | Buy |
12,000
+250
| +2% | +$3.08K | 0.06% | 78 |
|
|
2020
Q2 | $178K | Buy |
11,750
+300
| +3% | +$4.55K | 0.09% | 75 |
|
|
2020
Q1 | $159K | Sell |
11,450
-150
| -1% | -$2.08K | 0.11% | 67 |
|
|
2019
Q4 | $246K | Buy |
+11,600
| New | +$246K | 0.13% | 75 |
|