CAI
Capital Advisors Inc’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $362K | Buy |
+12,308
| New | +$362K | 0.01% | 232 |
|
|
2024
Q1 | – | Sell |
-102,553
| Closed | -$1.81M | – | 313 |
|
|
2023
Q4 | $1.81M | Buy |
+102,553
| New | +$1.81M | 0.04% | 140 |
|
|
2017
Q3 | – | Sell |
-15,443
| Closed | -$296K | – | 197 |
|
|
2017
Q2 | $296K | Buy |
+15,443
| New | +$296K | 0.02% | 163 |
|
|
2017
Q1 | – | Sell |
-9,927
| Closed | -$206K | – | 198 |
|
|
2016
Q4 | $206K | Hold |
9,927
| – | – | 0.01% | 171 |
|
|
2016
Q3 | $230K | Sell |
9,927
-190
| -2% | -$4.4K | 0.03% | 113 |
|
|
2016
Q2 | $189K | Sell |
10,117
-3,968
| -28% | -$74.3K | 0.03% | 120 |
|
|
2016
Q1 | $252K | Sell |
14,085
-25,853
| -65% | -$462K | 0.04% | 105 |
|
|
2015
Q4 | $596K | Sell |
39,938
-294,300
| -88% | -$4.39M | 0.1% | 87 |
|
|
2015
Q3 | $9.25M | Buy |
334,238
+22,552
| +7% | +$624K | 1.67% | 14 |
|
|
2015
Q2 | $12M | Buy |
311,686
+5,652
| +2% | +$217K | 2.05% | 7 |
|
|
2015
Q1 | $12.9M | Buy |
306,034
+12,993
| +4% | +$546K | 1.58% | 12 |
|
|
2014
Q4 | $12.4M | Buy |
293,041
+91,041
| +45% | +$3.85M | 2.3% | 6 |
|
|
2014
Q3 | $7.74M | Buy |
+202,000
| New | +$7.74M | 1.58% | 19 |
|