Bank of Stockton’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 | $579K | Sell |
19,709
-130
| -0.7% | -$3.82K | 0.17% | 82 |
|
|
2025
Q1 | $566K | Sell |
19,839
-255
| -1% | -$7.28K | 0.18% | 80 |
|
|
2024
Q4 | $551K | Sell |
20,094
-2,535
| -11% | -$69.5K | 0.17% | 83 |
|
|
2024
Q3 | $500K | Sell |
22,629
-5,395
| -19% | -$119K | 0.15% | 94 |
|
|
2024
Q2 | $557K | Sell |
28,024
-4,675
| -14% | -$92.9K | 0.18% | 81 |
|
|
2024
Q1 | $600K | Buy |
32,699
+415
| +1% | +$7.61K | 0.19% | 78 |
|
|
2023
Q4 | $555K | Buy |
32,284
+1,731
| +6% | +$29.8K | 0.18% | 75 |
|
|
2023
Q3 | $510K | Buy |
30,553
+3,257
| +12% | +$54.4K | 0.19% | 74 |
|
|
2023
Q2 | $470K | Buy |
27,296
+908
| +3% | +$15.6K | 0.16% | 76 |
|
|
2023
Q1 | $462K | Sell |
26,388
-1,252
| -5% | -$21.9K | 0.16% | 79 |
|
|
2022
Q4 | $500K | Sell |
27,640
-4,850
| -15% | -$87.7K | 0.17% | 77 |
|
|
2022
Q3 | $541K | Sell |
32,490
-50
| -0.2% | -$833 | 0.21% | 71 |
|
|
2022
Q2 | $545K | Buy |
32,540
+8,185
| +34% | +$137K | 0.2% | 75 |
|
|
2022
Q1 | $461K | Buy |
24,355
+10,385
| +74% | +$197K | 0.14% | 80 |
|
|
2021
Q4 | $222K | Sell |
13,970
-25
| -0.2% | -$397 | 0.07% | 117 |
|
|
2021
Q3 | $234K | Sell |
13,995
-480
| -3% | -$8.03K | 0.07% | 113 |
|
|
2021
Q2 | $264K | Buy |
14,475
+38
| +0.3% | +$693 | 0.08% | 110 |
|
|
2021
Q1 | $240K | Buy |
14,437
+1,312
| +10% | +$21.8K | 0.08% | 108 |
|
|
2020
Q4 | $179K | Buy |
13,125
+250
| +2% | +$3.41K | 0.07% | 110 |
|
|
2020
Q3 | $158K | Sell |
12,875
-500
| -4% | -$6.14K | 0.07% | 115 |
|
|
2020
Q2 | $202K | Sell |
13,375
-2,074
| -13% | -$31.3K | 0.09% | 117 |
|
|
2020
Q1 | $215K | Buy |
15,449
+975
| +7% | +$13.6K | 0.12% | 97 |
|
|
2019
Q4 | $306K | Buy |
14,474
+325
| +2% | +$6.87K | 0.13% | 96 |
|
|
2019
Q3 | $291K | Buy |
+14,149
| New | +$291K | 0.13% | 97 |
|
|
2015
Q4 | – | Sell |
-7,436
| Closed | -$206K | – | 101 |
|
|
2015
Q3 | $206K | Buy |
7,436
+130
| +2% | +$3.6K | 0.13% | 95 |
|
|
2015
Q2 | $280K | Buy |
7,306
+122
| +2% | +$4.68K | 0.16% | 85 |
|
|
2015
Q1 | $302K | Sell |
7,184
-173
| -2% | -$7.27K | 0.16% | 85 |
|
|
2014
Q4 | $311K | Buy |
+7,357
| New | +$311K | 0.18% | 83 |
|