Colonial Trust Advisors’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 | – | Sell |
-202
| Closed | -$5.76K | – | 718 |
|
|
2025
Q1 | $5.76K | Hold |
202
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $5.54K | Buy |
+202
| New | +$5.54K | ﹤0.01% | 552 |
|
|
2024
Q2 | – | Sell |
-789
| Closed | -$14.5K | – | 914 |
|
|
2024
Q1 | $14.5K | Buy |
789
+280
| +55% | +$5.14K | ﹤0.01% | 527 |
|
|
2023
Q4 | $8.98K | Sell |
509
-1,500
| -75% | -$26.5K | ﹤0.01% | 521 |
|
|
2023
Q3 | $33.3K | Buy |
2,009
+9
| +0.5% | +$149 | ﹤0.01% | 373 |
|
|
2023
Q2 | $34.4K | Hold |
2,000
| – | – | ﹤0.01% | 375 |
|
|
2023
Q1 | $35K | Hold |
2,000
| – | – | ﹤0.01% | 375 |
|
|
2022
Q4 | $36.2K | Buy |
+2,000
| New | +$36.2K | ﹤0.01% | 366 |
|
|
2018
Q1 | – | Sell |
-10,007
| Closed | -$181K | – | 156 |
|
|
2017
Q4 | $181K | Buy |
+10,007
| New | +$181K | 0.03% | 156 |
|
|
2017
Q3 | – | Sell |
-10,587
| Closed | -$203K | – | 141 |
|
|
2017
Q2 | $203K | Buy |
+10,587
| New | +$203K | 0.05% | 139 |
|
|
2016
Q4 | – | Sell |
-16,553
| Closed | -$383K | – | 134 |
|
|
2016
Q3 | $383K | Sell |
16,553
-100
| -0.6% | -$2.31K | 0.12% | 115 |
|
|
2016
Q2 | $312K | Sell |
16,653
-499
| -3% | -$9.35K | 0.1% | 118 |
|
|
2016
Q1 | $306K | Sell |
17,152
-2,027
| -11% | -$36.2K | 0.1% | 120 |
|
|
2015
Q4 | $286K | Sell |
19,179
-5,043
| -21% | -$75.2K | 0.1% | 123 |
|
|
2015
Q3 | $670K | Buy |
24,222
+131
| +0.5% | +$3.62K | 0.23% | 91 |
|
|
2015
Q2 | $925K | Hold |
24,091
| – | – | 0.29% | 83 |
|
|
2015
Q1 | $1.01M | Buy |
24,091
+3,620
| +18% | +$152K | 0.31% | 82 |
|
|
2014
Q4 | $866K | Buy |
+20,471
| New | +$866K | 0.33% | 76 |
|