Compagnie Lombard Odier SCmA’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 | $225K | Buy |
7,667
+167
| +2% | +$4.91K | ﹤0.01% | 232 |
|
2025
Q1 | $214K | Hold |
7,500
| – | – | ﹤0.01% | 253 |
|
2024
Q4 | $206K | Hold |
7,500
| – | – | ﹤0.01% | 240 |
|
2024
Q3 | $166K | Hold |
7,500
| – | – | ﹤0.01% | 258 |
|
2024
Q2 | $149K | Hold |
7,500
| – | – | ﹤0.01% | 265 |
|
2024
Q1 | $138K | Hold |
7,500
| – | – | ﹤0.01% | 288 |
|
2023
Q4 | $132K | Sell |
7,500
-10,225
| -58% | -$180K | ﹤0.01% | 330 |
|
2023
Q3 | $294K | Hold |
17,725
| – | – | 0.01% | 224 |
|
2023
Q2 | $305K | Buy |
17,725
+4,980
| +39% | +$85.8K | 0.01% | 215 |
|
2023
Q1 | $223K | Buy |
12,745
+5,345
| +72% | +$93.6K | 0.01% | 276 |
|
2022
Q4 | $134K | Buy |
+7,400
| New | +$134K | ﹤0.01% | 348 |
|
2021
Q4 | – | Sell |
-8,500
| Closed | -$142K | – | 695 |
|
2021
Q3 | $142K | Hold |
8,500
| – | – | ﹤0.01% | 391 |
|
2021
Q2 | $155K | Hold |
8,500
| – | – | ﹤0.01% | 367 |
|
2021
Q1 | $142K | Hold |
8,500
| – | – | ﹤0.01% | 412 |
|
2020
Q4 | $116K | Sell |
8,500
-1,603
| -16% | -$21.9K | ﹤0.01% | 368 |
|
2020
Q3 | $125K | Buy |
10,103
+7,000
| +226% | +$86.6K | ﹤0.01% | 302 |
|
2020
Q2 | $47K | Sell |
3,103
-11,775
| -79% | -$178K | ﹤0.01% | 372 |
|
2020
Q1 | $208K | Buy |
14,878
+6,575
| +79% | +$91.9K | 0.01% | 237 |
|
2019
Q4 | $176K | Buy |
8,303
+780
| +10% | +$16.5K | 0.01% | 262 |
|
2019
Q3 | $155K | Buy |
+7,523
| New | +$155K | 0.01% | 265 |
|
2019
Q2 | – | Hold |
0
| – | – | – | 559 |
|
2019
Q1 | – | Hold |
0
| – | – | – | 580 |
|
2017
Q4 | – | Sell |
-1,300
| Closed | -$25K | – | 662 |
|
2017
Q3 | $25K | Sell |
1,300
-900
| -41% | -$17.3K | ﹤0.01% | 577 |
|
2017
Q2 | $42K | Sell |
2,200
-2,000
| -48% | -$38.2K | ﹤0.01% | 531 |
|
2017
Q1 | $91K | Buy |
4,200
+500
| +14% | +$10.8K | ﹤0.01% | 460 |
|
2016
Q4 | $77K | Sell |
3,700
-278
| -7% | -$5.79K | ﹤0.01% | 551 |
|
2016
Q3 | $92K | Buy |
3,978
+300
| +8% | +$6.94K | ﹤0.01% | 585 |
|
2016
Q2 | $68K | Hold |
3,678
| – | – | ﹤0.01% | 621 |
|
2016
Q1 | $66K | Buy |
3,678
+600
| +19% | +$10.8K | ﹤0.01% | 682 |
|
2015
Q4 | $45K | Hold |
3,078
| – | – | ﹤0.01% | 703 |
|
2015
Q3 | $86K | Sell |
3,078
-1,893
| -38% | -$52.9K | ﹤0.01% | 545 |
|
2015
Q2 | $192K | Sell |
4,971
-2,312
| -32% | -$89.3K | 0.01% | 444 |
|
2015
Q1 | $306K | Buy |
7,283
+3,657
| +101% | +$154K | 0.01% | 398 |
|
2014
Q4 | $153K | Sell |
3,626
-14,258
| -80% | -$602K | 0.01% | 459 |
|
2014
Q3 | $686K | Buy |
17,884
+3,554
| +25% | +$136K | 0.03% | 254 |
|
2014
Q2 | $519K | Buy |
14,330
+352
| +3% | +$12.7K | 0.02% | 311 |
|
2014
Q1 | $454K | Buy |
13,978
+20
| +0.1% | +$650 | 0.02% | 340 |
|
2013
Q4 | $502K | Buy |
+13,958
| New | +$502K | 0.02% | 324 |
|