CAL
Capital Advisors Ltd’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $36K | Hold |
1,210
| – | – | ﹤0.01% | 533 |
|
2025
Q1 | $35K | Hold |
1,210
| – | – | ﹤0.01% | 523 |
|
2024
Q4 | $33K | Hold |
1,210
| – | – | ﹤0.01% | 526 |
|
2024
Q3 | $27K | Hold |
1,210
| – | – | ﹤0.01% | 566 |
|
2024
Q2 | $24K | Buy |
1,210
+480
| +66% | +$9.52K | ﹤0.01% | 572 |
|
2024
Q1 | $13K | Buy |
730
+42
| +6% | +$748 | ﹤0.01% | 665 |
|
2023
Q4 | $12K | Buy |
688
+26
| +4% | +$453 | ﹤0.01% | 665 |
|
2023
Q3 | $11K | Buy |
662
+61
| +10% | +$1.01K | ﹤0.01% | 666 |
|
2023
Q2 | $10K | Buy |
601
+157
| +35% | +$2.61K | ﹤0.01% | 698 |
|
2023
Q1 | $8K | Sell |
444
-183
| -29% | -$3.3K | ﹤0.01% | 593 |
|
2022
Q4 | $6K | Buy |
627
+276
| +79% | +$2.64K | ﹤0.01% | 628 |
|
2022
Q3 | $6K | Buy |
351
+230
| +190% | +$3.93K | ﹤0.01% | 606 |
|
2022
Q2 | $2K | Hold |
121
| – | – | ﹤0.01% | 673 |
|
2022
Q1 | $2K | Hold |
121
| – | – | ﹤0.01% | 644 |
|
2021
Q4 | $2K | Buy |
121
+45
| +59% | +$744 | ﹤0.01% | 596 |
|
2021
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 493 |
|
2021
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 470 |
|
2021
Q1 | $1K | Hold |
76
| – | – | ﹤0.01% | 469 |
|
2020
Q4 | $1K | Hold |
76
| – | – | ﹤0.01% | 440 |
|
2020
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 441 |
|
2020
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 438 |
|
2020
Q1 | $1K | Hold |
76
| – | – | ﹤0.01% | 446 |
|
2019
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 400 |
|
2019
Q3 | $2K | Hold |
76
| – | – | ﹤0.01% | 395 |
|
2019
Q2 | $2K | Hold |
76
| – | – | ﹤0.01% | 424 |
|
2019
Q1 | $2K | Hold |
76
| – | – | ﹤0.01% | 419 |
|
2018
Q4 | $1K | Hold |
76
| – | – | ﹤0.01% | 433 |
|
2018
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 471 |
|
2018
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 396 |
|
2018
Q1 | $1K | Hold |
76
| – | – | ﹤0.01% | 385 |
|
2017
Q4 | $1K | Hold |
76
| – | – | ﹤0.01% | 391 |
|
2017
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 391 |
|
2017
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 386 |
|
2017
Q1 | $2K | Hold |
76
| – | – | ﹤0.01% | 372 |
|
2016
Q4 | $2K | Hold |
76
| – | – | ﹤0.01% | 379 |
|
2016
Q3 | $2K | Sell |
76
-240
| -76% | -$6.32K | ﹤0.01% | 350 |
|
2016
Q2 | $6K | Hold |
316
| – | – | ﹤0.01% | 299 |
|
2016
Q1 | $6K | Hold |
316
| – | – | ﹤0.01% | 292 |
|
2015
Q4 | $5K | Sell |
316
-10,066
| -97% | -$159K | ﹤0.01% | 294 |
|
2015
Q3 | $287K | Sell |
10,382
-191
| -2% | -$5.28K | 0.16% | 79 |
|
2015
Q2 | $406K | Sell |
10,573
-870
| -8% | -$33.4K | 0.21% | 64 |
|
2015
Q1 | $481K | Sell |
11,443
-1,658
| -13% | -$69.7K | 0.25% | 55 |
|
2014
Q4 | $554K | Buy |
+13,101
| New | +$554K | 0.3% | 50 |
|