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 |
|