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