Boston Financial Management’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-24,000
Closed -$477K 333
2024
Q2
$477K Hold
24,000
0.02% 242
2024
Q1
$440K Hold
24,000
0.01% 259
2023
Q4
$423K Sell
24,000
-880
-4% -$15.5K 0.01% 256
2023
Q3
$413K Hold
24,880
0.02% 242
2023
Q2
$428K Buy
24,880
+870
+4% +$15K 0.02% 244
2023
Q1
$420K Sell
24,010
-119
-0.5% -$2.08K 0.02% 241
2022
Q4
$436K Hold
24,129
0.02% 236
2022
Q3
$402K Buy
+24,129
New +$402K 0.02% 231
2017
Q4
Sell
-14,583
Closed -$280K 268
2017
Q3
$280K Sell
14,583
-5,501
-27% -$106K 0.02% 229
2017
Q2
$385K Sell
20,084
-3,725
-16% -$71.4K 0.03% 217
2017
Q1
$518K Sell
23,809
-355
-1% -$7.72K 0.04% 204
2016
Q4
$500K Sell
24,164
-42,287
-64% -$875K 0.04% 204
2016
Q3
$1.54M Sell
66,451
-5,625
-8% -$130K 0.13% 155
2016
Q2
$1.35M Sell
72,076
-12,068
-14% -$226K 0.11% 161
2016
Q1
$1.5M Sell
84,144
-6,230
-7% -$111K 0.23% 106
2015
Q4
$1.35M Sell
90,374
-63,233
-41% -$943K 0.19% 115
2015
Q3
$4.25M Sell
153,607
-22,471
-13% -$622K 0.6% 59
2015
Q2
$6.76M Buy
176,078
+5,834
+3% +$224K 0.87% 37
2015
Q1
$7.16M Buy
170,244
+2,550
+2% +$107K 0.9% 36
2014
Q4
$7.1M Buy
167,694
+120,625
+256% +$5.1M 0.89% 36
2014
Q3
$1.81M Buy
47,069
+1,715
+4% +$65.8K 0.24% 111
2014
Q2
$1.65M Buy
45,354
+3,585
+9% +$130K 0.22% 120
2014
Q1
$1.36M Buy
41,769
+13,600
+48% +$442K 0.18% 132
2013
Q4
$1.01M Buy
28,169
+8,345
+42% +$300K 0.14% 139
2013
Q3
$705K Buy
19,824
+98
+0.5% +$3.49K 0.11% 144
2013
Q2
$753K Buy
+19,726
New +$753K 0.12% 144