RFA
Resurgent Financial Advisors’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $963K | Buy |
32,764
+6,810
| +26% | +$200K | 0.53% | 53 |
|
2025
Q1 | $740K | Sell |
25,954
-28
| -0.1% | -$799 | 0.44% | 63 |
|
2024
Q4 | $712K | Buy |
25,982
+8,460
| +48% | +$232K | 0.42% | 66 |
|
2024
Q3 | $387K | Buy |
+17,522
| New | +$387K | 0.23% | 129 |
|
2024
Q1 | – | Sell |
-1,323
| Closed | -$23.3K | – | 350 |
|
2023
Q4 | $23.3K | Sell |
1,323
-268
| -17% | -$4.73K | 0.01% | 462 |
|
2023
Q3 | $26.4K | Buy |
1,591
+298
| +23% | +$4.94K | 0.02% | 437 |
|
2023
Q2 | $22.3K | Buy |
+1,293
| New | +$22.3K | 0.01% | 480 |
|
2023
Q1 | – | Sell |
-5,689
| Closed | -$103K | – | 565 |
|
2022
Q4 | $103K | Buy |
+5,689
| New | +$103K | 0.05% | 300 |
|