Safe Harbor Fiduciary’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
$460K Sell
15,644
-2,724
-15% -$80.1K 0.43% 48
2025
Q1
$524K Sell
18,368
-248
-1% -$7.08K 0.54% 36
2024
Q4
$510K Sell
18,616
-1,034
-5% -$28.3K 0.52% 35
2024
Q3
$434K Buy
+19,650
New +$434K 0.41% 53