SWA
SFMG Wealth Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Buy |
94,250
+609
| +0.7% | +$17.9K | 0.21% | 59 |
|
|
2025
Q1 | $2.67M | Sell |
93,641
-74,153
| -44% | -$2.12M | 0.21% | 58 |
|
|
2024
Q4 | $4.6M | Sell |
167,794
-1,218
| -0.7% | -$33.4K | 0.36% | 40 |
|
|
2024
Q3 | $3.73M | Sell |
169,012
-763
| -0.4% | -$16.9K | 0.3% | 41 |
|
|
2024
Q2 | $3.37M | Sell |
169,775
-2,206
| -1% | -$43.8K | 0.29% | 45 |
|
|
2024
Q1 | $3.15M | Buy |
171,981
+1,326
| +0.8% | +$24.3K | 0.27% | 52 |
|
|
2023
Q4 | $3.01M | Buy |
170,655
+33,513
| +24% | +$591K | 0.28% | 49 |
|
|
2023
Q3 | $2.27M | Buy |
137,142
+2,204
| +2% | +$36.5K | 0.23% | 58 |
|
|
2023
Q2 | $2.32M | Buy |
134,938
+1,521
| +1% | +$26.2K | 0.24% | 59 |
|
|
2023
Q1 | $2.34M | Buy |
133,417
+35,813
| +37% | +$627K | 0.25% | 57 |
|
|
2022
Q4 | $1.76M | Buy |
97,604
+34
| +0% | +$615 | 0.2% | 68 |
|
|
2022
Q3 | $1.66M | Buy |
97,570
+3,566
| +4% | +$60.8K | 0.19% | 63 |
|
|
2022
Q2 | $1.58M | Buy |
94,004
+21,176
| +29% | +$355K | 0.18% | 70 |
|
|
2022
Q1 | $1.38M | Sell |
72,828
-400
| -0.5% | -$7.56K | 0.14% | 82 |
|
|
2021
Q4 | $1.16M | Buy |
+73,228
| New | +$1.16M | 0.11% | 92 |
|
|
2017
Q3 | – | Sell |
-10,043
| Closed | -$192K | – | 131 |
|
|
2017
Q2 | $192K | Sell |
10,043
-293
| -3% | -$5.6K | 0.04% | 118 |
|
|
2017
Q1 | $225K | Sell |
10,336
-1,464
| -12% | -$31.9K | 0.05% | 108 |
|
|
2016
Q4 | $244K | Sell |
11,800
-598
| -5% | -$12.4K | 0.05% | 101 |
|
|
2016
Q3 | $287K | Sell |
12,398
-1,347
| -10% | -$31.2K | 0.06% | 87 |
|
|
2016
Q2 | $257K | Buy |
13,745
+2,622
| +24% | +$49K | 0.06% | 91 |
|
|
2016
Q1 | $199K | Sell |
11,123
-453
| -4% | -$8.11K | 0.04% | 94 |
|
|
2015
Q4 | $173K | Buy |
11,576
+757
| +7% | +$11.3K | 0.04% | 105 |
|
|
2015
Q3 | $299K | Sell |
10,819
-397
| -4% | -$11K | 0.07% | 87 |
|
|
2015
Q2 | $431K | Sell |
11,216
-26,072
| -70% | -$1M | 0.1% | 79 |
|
|
2015
Q1 | $1.57M | Sell |
37,288
-26,928
| -42% | -$1.13M | 0.13% | 63 |
|
|
2014
Q4 | $2.72M | Buy |
+64,216
| New | +$2.72M | 0.6% | 19 |
|