Charter Oak Capital Management’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 | $208K | Sell |
7,084
-537
| -7% | -$15.8K | 0.02% | 190 |
|
|
2025
Q1 | $217K | Buy |
+7,621
| New | +$217K | 0.02% | 186 |
|
|
2022
Q3 | – | Sell |
-7,575
| Closed | -$127K | – | 539 |
|
|
2022
Q2 | $127K | Buy |
7,575
+184
| +2% | +$3.09K | 0.02% | 218 |
|
|
2022
Q1 | $140K | Sell |
7,391
-479
| -6% | -$9.07K | 0.02% | 213 |
|
|
2021
Q4 | $125K | Buy |
7,870
+1,471
| +23% | +$23.4K | 0.01% | 228 |
|
|
2021
Q3 | $107K | Sell |
6,399
-52
| -0.8% | -$870 | 0.01% | 232 |
|
|
2021
Q2 | $118K | Buy |
6,451
+18
| +0.3% | +$329 | 0.02% | 223 |
|
|
2021
Q1 | $107K | Buy |
6,433
+146
| +2% | +$2.43K | 0.02% | 230 |
|
|
2020
Q4 | $86K | Buy |
+6,287
| New | +$86K | 0.01% | 237 |
|