Reilly Financial Advisors’s Kinder Morgan KMI Stock Holding History

Reilly Financial Advisors’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	$338K	Sell	21,320 -83	-0.4%	-$1.32K	0.03%	172
2021 Q3	$358K	Buy	21,403 +203	+1%	+$3.4K	0.03%	156
2021 Q2	$386K	Sell	21,200 -210	-1%	-$3.82K	0.03%	161
2021 Q1	$356K	Buy	21,410 +210	+1%	+$3.49K	0.03%	157
2020 Q4	$290K	Hold	21,200	–	–	0.03%	160
2020 Q3	$261K	Buy	21,200 +16,200	+324%	+$199K	0.03%	163
2020 Q2	$76K	Sell	5,000 -725	-13%	-$11K	0.01%	255
2020 Q1	$80K	Sell	5,725 -54	-0.9%	-$755	0.01%	239
2019 Q4	$122K	Sell	5,779 -286	-5%	-$6.04K	0.01%	221
2019 Q3	$125K	Sell	6,065 -2,521	-29%	-$52K	0.02%	224
2019 Q2	$179K	Buy	8,586 +2,340	+37%	+$48.8K	0.02%	190
2019 Q1	$125K	Sell	6,246 -250	-4%	-$5K	0.02%	215
2018 Q4	$100K	Buy	6,496 +181	+3%	+$2.79K	0.01%	233
2018 Q3	$112K	Hold	6,315	–	–	0.01%	230
2018 Q2	$112K	Hold	6,315	–	–	0.02%	207
2018 Q1	$95K	Buy	6,315 +1,298	+26%	+$19.5K	0.01%	226
2017 Q4	$91K	Hold	5,017	–	–	0.01%	245
2017 Q3	$96K	Hold	5,017	–	–	0.01%	218
2017 Q2	$96K	Sell	5,017 -219	-4%	-$4.19K	0.01%	217
2017 Q1	$114K	Sell	5,236 -219	-4%	-$4.77K	0.02%	191
2016 Q4	$113K	Sell	5,455 -2,656	-33%	-$55K	0.02%	185
2016 Q3	$188K	Buy	8,111 +575	+8%	+$13.3K	0.03%	144
2016 Q2	$141K	Sell	7,536 -646	-8%	-$12.1K	0.03%	161
2016 Q1	$146K	Buy	8,182 +1,000	+14%	+$17.8K	0.03%	167
2015 Q4	$107K	Sell	7,182 -3,108	-30%	-$46.3K	0.02%	207
2015 Q3	$285K	Buy	10,290 +640	+7%	+$17.7K	0.05%	149
2015 Q2	$370K	Buy	9,650 +2,199	+30%	+$84.3K	0.06%	136
2015 Q1	$313K	Buy	7,451 +742	+11%	+$31.2K	0.06%	147
2014 Q4	$284K	Buy	6,709 +4,575	+214%	+$194K	0.07%	118
2014 Q3	$82K	Hold	2,134	–	–	0.02%	202
2014 Q2	$77K	Hold	2,134	–	–	0.02%	212
2014 Q1	$69K	Hold	2,134	–	–	0.02%	229
2013 Q4	$77K	Buy	2,134 +1,065	+100%	+$38.4K	0.02%	197
2013 Q3	$38K	Hold	1,069	–	–	0.01%	255
2013 Q2	$41K	Buy	+1,069	New	+$41K	0.01%	247