Charter Research & Investment Group’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 | $1.14M | Sell |
38,709
-2,449
| -6% | -$72K | 0.85% | 35 |
|
|
2025
Q1 | $1.17M | Sell |
41,158
-200
| -0.5% | -$5.71K | 0.9% | 34 |
|
|
2024
Q4 | $1.13M | Sell |
41,358
-541
| -1% | -$14.8K | 0.86% | 31 |
|
|
2024
Q3 | $926K | Buy |
41,899
+1,000
| +2% | +$22.1K | 0.68% | 37 |
|
|
2024
Q2 | $813K | Hold |
40,899
| – | – | 0.64% | 39 |
|
|
2024
Q1 | $750K | Sell |
40,899
-136
| -0.3% | -$2.49K | 0.59% | 41 |
|
|
2023
Q4 | $724K | Buy |
41,035
+440
| +1% | +$7.76K | 0.6% | 42 |
|
|
2023
Q3 | $673K | Sell |
40,595
-2,000
| -5% | -$33.2K | 0.61% | 42 |
|
|
2023
Q2 | $733K | Buy |
42,595
+1,051
| +3% | +$18.1K | 0.61% | 41 |
|
|
2023
Q1 | $727K | Hold |
41,544
| – | – | 0.64% | 41 |
|
|
2022
Q4 | $751K | Sell |
41,544
-607
| -1% | -$11K | 0.72% | 37 |
|
|
2022
Q3 | $701K | Buy |
42,151
+1,188
| +3% | +$19.8K | 0.71% | 37 |
|
|
2022
Q2 | $687K | Hold |
40,963
| – | – | 0.62% | 41 |
|
|
2022
Q1 | $775K | Sell |
40,963
-275
| -0.7% | -$5.2K | 0.63% | 41 |
|
|
2021
Q4 | $654K | Hold |
41,238
| – | – | 0.51% | 46 |
|
|
2021
Q3 | $690K | Buy |
41,238
+7,684
| +23% | +$129K | 0.57% | 41 |
|
|
2021
Q2 | $612K | Sell |
33,554
-412
| -1% | -$7.52K | 0.51% | 47 |
|
|
2021
Q1 | $566K | Buy |
33,966
+1,300
| +4% | +$21.7K | 0.49% | 48 |
|
|
2020
Q4 | $447K | Buy |
32,666
+681
| +2% | +$9.32K | 0.43% | 52 |
|
|
2020
Q3 | $394K | Sell |
31,985
-3,416
| -10% | -$42.1K | 0.43% | 53 |
|
|
2020
Q2 | $537K | Hold |
35,401
| – | – | 0.62% | 40 |
|
|
2020
Q1 | $493K | Buy |
35,401
+1,711
| +5% | +$23.8K | 0.65% | 41 |
|
|
2019
Q4 | $713K | Buy |
33,690
+274
| +0.8% | +$5.8K | 0.72% | 41 |
|
|
2019
Q3 | $689K | Buy |
33,416
+7,040
| +27% | +$145K | 0.75% | 42 |
|
|
2019
Q2 | $551K | Buy |
26,376
+537
| +2% | +$11.2K | 0.61% | 44 |
|
|
2019
Q1 | $517K | Sell |
25,839
-880
| -3% | -$17.6K | 0.57% | 47 |
|
|
2018
Q4 | $411K | Sell |
26,719
-345
| -1% | -$5.31K | 0.52% | 51 |
|
|
2018
Q3 | $480K | Buy |
27,064
+3
| +0% | +$53 | 0.52% | 47 |
|
|
2018
Q2 | $478K | Sell |
27,061
-475
| -2% | -$8.39K | 0.55% | 47 |
|
|
2018
Q1 | $415K | Hold |
27,536
| – | – | 0.5% | 48 |
|
|
2017
Q4 | $498K | Buy |
+27,536
| New | +$498K | 0.56% | 44 |
|
|
2016
Q3 | $592K | Sell |
25,588
-3,349
| -12% | -$77.5K | 0.69% | 40 |
|
|
2016
Q2 | $542K | Sell |
28,937
-252
| -0.9% | -$4.72K | 0.62% | 41 |
|
|
2016
Q1 | $521K | Sell |
29,189
-1,744
| -6% | -$31.1K | 0.6% | 43 |
|
|
2015
Q4 | $462K | Sell |
30,933
-11,386
| -27% | -$170K | 0.54% | 45 |
|
|
2015
Q3 | $1.17M | Sell |
42,319
-12,084
| -22% | -$334K | 1.55% | 25 |
|
|
2015
Q2 | $2.09M | Buy |
54,403
+392
| +0.7% | +$15.1K | 2.32% | 19 |
|
|
2015
Q1 | $2.27M | Buy |
54,011
+681
| +1% | +$28.6K | 2.51% | 14 |
|
|
2014
Q4 | $2.26M | Buy |
+53,330
| New | +$2.26M | 2.47% | 16 |
|