Butensky & Cohen Financial Security’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
$6.05M Sell
205,854
-9,331
-4% -$274K 1.8% 8
2025
Q1
$6.14M Sell
215,185
-7,898
-4% -$225K 1.88% 2
2024
Q4
$6.11M Sell
223,083
-46,781
-17% -$1.28M 1.92% 3
2024
Q3
$5.96M Sell
269,864
-10,076
-4% -$223K 1.77% 4
2024
Q2
$5.56M Sell
279,940
-567
-0.2% -$11.3K 1.77% 5
2024
Q1
$5.14M Buy
280,507
+3,991
+1% +$73.2K 1.6% 14
2023
Q4
$4.88M Buy
276,516
+3,969
+1% +$70K 1.62% 15
2023
Q3
$4.52M Buy
272,547
+13,347
+5% +$221K 1.64% 14
2023
Q2
$4.46M Sell
259,200
-4,010
-2% -$69.1K 1.61% 15
2023
Q1
$4.61M Sell
263,210
-1,890
-0.7% -$33.1K 1.66% 12
2022
Q4
$4.79M Buy
265,100
+6,975
+3% +$126K 1.77% 7
2022
Q3
$4.3M Buy
258,125
+16,593
+7% +$276K 1.78% 4
2022
Q2
$4.05M Sell
241,532
-12,620
-5% -$212K 1.66% 9
2022
Q1
$4.81M Buy
254,152
+5,815
+2% +$110K 1.69% 4
2021
Q4
$3.94M Buy
248,337
+10,126
+4% +$161K 1.41% 25
2021
Q3
$3.99M Buy
238,211
+48,299
+25% +$808K 1.58% 6
2021
Q2
$3.46M Buy
189,912
+15,170
+9% +$277K 1.37% 38
2021
Q1
$2.91M Buy
174,742
+43,224
+33% +$720K 1.2% 54
2020
Q4
$1.8M Buy
+131,518
New +$1.8M 0.81% 64