Synergy Financial Group’s Kinder Morgan KMI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $345K | Sell |
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|
2025
Q2 | $369K | Sell |
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|
2025
Q1 | $385K | Sell |
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|
2024
Q4 | $370K | Buy |
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|
2024
Q3 | $283K | Buy |
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|
2024
Q2 | $254K | Buy |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $229K | Buy |
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|
2023
Q3 | $215K | Buy |
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|
2023
Q2 | $221K | Hold |
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|
2023
Q1 | $225K | Sell |
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|
2022
Q4 | $233K | Hold |
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|
2022
Q3 | $215K | Hold |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $258K | Hold |
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|
2021
Q4 | $217K | Buy |
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