Concorde Asset 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
Q1 | $240K | Sell |
9,126
-6
| -0.1% | -$158 | 0.13% | 144 |
|
2024
Q4 | $250K | Hold |
9,132
| – | – | 0.13% | 148 |
|
2024
Q3 | $202K | Buy |
+9,132
| New | +$202K | 0.11% | 164 |
|
2022
Q1 | – | Sell |
-10,500
| Closed | -$167K | – | 182 |
|
2021
Q4 | $167K | Sell |
10,500
-192
| -2% | -$3.05K | 0.1% | 163 |
|
2021
Q3 | $179K | Sell |
10,692
-9
| -0.1% | -$151 | 0.1% | 189 |
|
2021
Q2 | $195K | Sell |
10,701
-27
| -0.3% | -$492 | 0.11% | 189 |
|
2021
Q1 | $178K | Sell |
10,728
-1,603
| -13% | -$26.6K | 0.1% | 207 |
|
2020
Q4 | $168K | Buy |
+12,331
| New | +$168K | 0.09% | 147 |
|
2015
Q3 | – | Sell |
-5,719
| Closed | -$223K | – | 112 |
|
2015
Q2 | $223K | Sell |
5,719
-843
| -13% | -$32.9K | 0.28% | 88 |
|
2015
Q1 | $276K | Sell |
6,562
-1,336
| -17% | -$56.2K | 0.31% | 82 |
|
2014
Q4 | $297K | Buy |
+7,898
| New | +$297K | 0.37% | 65 |
|