RFG Advisory’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
$306K Sell
10,419
-4,128
-28% -$121K 0.01% 768
2025
Q1
$415K Buy
+14,547
New +$415K 0.01% 624
2024
Q4
Sell
-13,948
Closed -$308K 795
2024
Q3
$308K Sell
13,948
-1,913
-12% -$42.3K 0.01% 621
2024
Q2
$315K Buy
15,861
+778
+5% +$15.5K 0.01% 585
2024
Q1
$277K Buy
15,083
+89
+0.6% +$1.63K 0.01% 621
2023
Q4
$264K Buy
14,994
+1,507
+11% +$26.6K 0.01% 578
2023
Q3
$224K Buy
+13,487
New +$224K 0.01% 575
2021
Q3
Sell
-11,516
Closed -$210K 436
2021
Q2
$210K Sell
11,516
-325
-3% -$5.93K 0.02% 419
2021
Q1
$197K Sell
11,841
-1,683
-12% -$28K 0.02% 421
2020
Q4
$196K Sell
13,524
-111
-0.8% -$1.61K 0.03% 419
2020
Q3
$168K Buy
13,635
+358
+3% +$4.41K 0.02% 388
2020
Q2
$201K Sell
13,277
-297
-2% -$4.5K 0.03% 372
2020
Q1
$189K Sell
13,574
-1,717
-11% -$23.9K 0.04% 329
2019
Q4
$324K Sell
15,291
-907
-6% -$19.2K 0.06% 274
2019
Q3
$334K Buy
16,198
+2,832
+21% +$58.4K 0.07% 226
2019
Q2
$275K Buy
+13,366
New +$275K 0.06% 247
2017
Q3
Sell
-10,657
Closed -$220K 157
2017
Q2
$220K Buy
10,657
+780
+8% +$16.1K 0.15% 127
2017
Q1
$212K Sell
9,877
-10
-0.1% -$215 0.16% 130
2016
Q4
$220K Hold
9,887
0.21% 81
2016
Q3
$220K Buy
+9,887
New +$220K 0.2% 82
2016
Q2
Sell
-10,962
Closed -$196K 92
2016
Q1
$196K Buy
+10,962
New +$196K 0.15% 86
2015
Q4
Sell
-7,925
Closed -$219K 67
2015
Q3
$219K Sell
7,925
-3,830
-33% -$106K 0.71% 48
2015
Q2
$451K Buy
+11,755
New +$451K 0.2% 77