Synergy Financial Group’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 | $369K | Sell |
12,566
-912
| -7% | -$26.8K | 0.27% | 70 |
|
|
2025
Q1 | $385K | Sell |
13,478
-37
| -0.3% | -$1.06K | 0.35% | 61 |
|
|
2024
Q4 | $370K | Buy |
13,515
+694
| +5% | +$19K | 0.31% | 63 |
|
|
2024
Q3 | $283K | Buy |
12,821
+24
| +0.2% | +$530 | 0.27% | 71 |
|
|
2024
Q2 | $254K | Buy |
12,797
+24
| +0.2% | +$477 | 0.27% | 69 |
|
|
2024
Q1 | $234K | Sell |
12,773
-195
| -2% | -$3.58K | 0.26% | 73 |
|
|
2023
Q4 | $229K | Buy |
12,968
+15
| +0.1% | +$265 | 0.28% | 75 |
|
|
2023
Q3 | $215K | Buy |
12,953
+100
| +0.8% | +$1.66K | 0.3% | 72 |
|
|
2023
Q2 | $221K | Hold |
12,853
| – | – | 0.3% | 74 |
|
|
2023
Q1 | $225K | Sell |
12,853
-54
| -0.4% | -$946 | 0.37% | 69 |
|
|
2022
Q4 | $233K | Hold |
12,907
| – | – | 0.46% | 63 |
|
|
2022
Q3 | $215K | Hold |
12,907
| – | – | 0.32% | 85 |
|
|
2022
Q2 | $216K | Sell |
12,907
-750
| -5% | -$12.6K | 0.34% | 78 |
|
|
2022
Q1 | $258K | Hold |
13,657
| – | – | 0.27% | 83 |
|
|
2021
Q4 | $217K | Buy |
+13,657
| New | +$217K | 0.19% | 99 |
|