DIA
Dean Investment Associates’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.01M | Buy |
170,531
+1,484
| +0.9% | +$43.6K | 0.74% | 36 |
|
|
2025
Q1 | $4.82M | Sell |
169,047
-80,628
| -32% | -$2.3M | 0.71% | 32 |
|
|
2024
Q4 | $6.84M | Sell |
249,675
-5,731
| -2% | -$157K | 0.98% | 18 |
|
|
2024
Q3 | $5.64M | Sell |
255,406
-121,525
| -32% | -$2.68M | 0.76% | 28 |
|
|
2024
Q2 | $7.49M | Sell |
376,931
-16,210
| -4% | -$322K | 1.06% | 13 |
|
|
2024
Q1 | $7.21M | Buy |
393,141
+2,319
| +0.6% | +$42.5K | 0.99% | 16 |
|
|
2023
Q4 | $6.89M | Sell |
390,822
-24,147
| -6% | -$426K | 0.99% | 14 |
|
|
2023
Q3 | $6.88M | Sell |
414,969
-2,842
| -0.7% | -$47.1K | 1.13% | 14 |
|
|
2023
Q2 | $7.19M | Sell |
417,811
-4,316
| -1% | -$74.3K | 1.17% | 14 |
|
|
2023
Q1 | $7.39M | Buy |
422,127
+43,513
| +11% | +$762K | 1.18% | 15 |
|
|
2022
Q4 | $6.85M | Buy |
378,614
+48,027
| +15% | +$868K | 1.16% | 9 |
|
|
2022
Q3 | $5.5M | Buy |
330,587
+27,103
| +9% | +$451K | 1.12% | 8 |
|
|
2022
Q2 | $5.09M | Sell |
303,484
-2,959
| -1% | -$49.6K | 0.99% | 12 |
|
|
2022
Q1 | $5.8M | Buy |
306,443
+39,803
| +15% | +$753K | 1.04% | 10 |
|
|
2021
Q4 | $4.23M | Sell |
266,640
-42,125
| -14% | -$668K | 0.75% | 34 |
|
|
2021
Q3 | $5.17M | Buy |
308,765
+549
| +0.2% | +$9.19K | 0.97% | 16 |
|
|
2021
Q2 | $5.62M | Buy |
308,216
+10,394
| +3% | +$189K | 1.04% | 9 |
|
|
2021
Q1 | $4.96M | Buy |
297,822
+78,700
| +36% | +$1.31M | 0.94% | 14 |
|
|
2020
Q4 | $3M | Sell |
219,122
-15,097
| -6% | -$206K | 0.62% | 46 |
|
|
2020
Q3 | $2.89M | Sell |
234,219
-4,132
| -2% | -$50.9K | 0.69% | 38 |
|
|
2020
Q2 | $3.62M | Buy |
238,351
+5,275
| +2% | +$80K | 0.86% | 23 |
|
|
2020
Q1 | $3.24M | Buy |
233,076
+27,953
| +14% | +$389K | 0.69% | 46 |
|
|
2019
Q4 | $4.34M | Sell |
205,123
-41,571
| -17% | -$880K | 0.68% | 49 |
|
|
2019
Q3 | $5.08M | Buy |
246,694
+2,390
| +1% | +$49.3K | 0.75% | 47 |
|
|
2019
Q2 | $5.1M | Sell |
244,304
-13
| -0% | -$271 | 0.73% | 49 |
|
|
2019
Q1 | $4.89M | Buy |
244,317
+29,685
| +14% | +$594K | 0.71% | 51 |
|
|
2018
Q4 | $3.3M | Buy |
+214,632
| New | +$3.3M | 0.52% | 88 |
|