EFS
Essex Financial Services’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Sell |
38,532
-1,192
| -3% | -$35K | 0.07% | 231 |
|
|
2025
Q1 | $1.13M | Sell |
39,724
-3,154
| -7% | -$90K | 0.08% | 209 |
|
|
2024
Q4 | $1.17M | Sell |
42,878
-5,251
| -11% | -$144K | 0.08% | 206 |
|
|
2024
Q3 | $1.19M | Sell |
48,129
-202
| -0.4% | -$5.01K | 0.09% | 203 |
|
|
2024
Q2 | $1.02M | Buy |
48,331
+2,937
| +6% | +$61.9K | 0.08% | 232 |
|
|
2024
Q1 | $833K | Buy |
45,394
+4,654
| +11% | +$85.4K | 0.08% | 231 |
|
|
2023
Q4 | $719K | Sell |
40,740
-360
| -0.9% | -$6.35K | 0.07% | 241 |
|
|
2023
Q3 | $681K | Buy |
41,100
+1,344
| +3% | +$22.3K | 0.08% | 232 |
|
|
2023
Q2 | $685K | Sell |
39,756
-138
| -0.3% | -$2.38K | 0.08% | 232 |
|
|
2023
Q1 | $699K | Buy |
39,894
+528
| +1% | +$9.25K | 0.07% | 236 |
|
|
2022
Q4 | $711K | Buy |
39,366
+2,940
| +8% | +$53.1K | 0.08% | 223 |
|
|
2022
Q3 | $606K | Buy |
36,426
+3,903
| +12% | +$64.9K | 0.07% | 229 |
|
|
2022
Q2 | $545K | Buy |
32,523
+5,519
| +20% | +$92.5K | 0.06% | 258 |
|
|
2022
Q1 | $511K | Buy |
27,004
+2,851
| +12% | +$54K | 0.05% | 289 |
|
|
2021
Q4 | $383K | Sell |
24,153
-3,011
| -11% | -$47.7K | 0.04% | 324 |
|
|
2021
Q3 | $454K | Buy |
27,164
+13,818
| +104% | +$231K | 0.05% | 280 |
|
|
2021
Q2 | $222K | Hold |
13,346
| – | – | 0.03% | 410 |
|
|
2021
Q1 | $222K | Buy |
13,346
+987
| +8% | +$16.4K | 0.04% | 321 |
|
|
2020
Q4 | $169K | Buy |
12,359
+526
| +4% | +$7.19K | 0.03% | 315 |
|
|
2020
Q3 | $146K | Sell |
11,833
-325
| -3% | -$4.01K | 0.04% | 271 |
|
|
2020
Q2 | $184K | Sell |
12,158
-141
| -1% | -$2.13K | 0.06% | 238 |
|
|
2020
Q1 | $171K | Buy |
12,299
+256
| +2% | +$3.56K | 0.06% | 227 |
|
|
2019
Q4 | $255K | Sell |
12,043
-3,986
| -25% | -$84.4K | 0.07% | 229 |
|
|
2019
Q3 | $330K | Sell |
16,029
-550
| -3% | -$11.3K | 0.11% | 174 |
|
|
2019
Q2 | $346K | Sell |
16,579
-667
| -4% | -$13.9K | 0.1% | 169 |
|
|
2019
Q1 | $345K | Sell |
17,246
-281
| -2% | -$5.62K | 0.1% | 160 |
|
|
2018
Q4 | $270K | Sell |
17,527
-1,450
| -8% | -$22.3K | 0.08% | 191 |
|
|
2018
Q3 | $336K | Buy |
18,977
+184
| +1% | +$3.26K | 0.07% | 201 |
|
|
2018
Q2 | $332K | Sell |
18,793
-3,396
| -15% | -$60K | 0.08% | 198 |
|
|
2018
Q1 | $334K | Sell |
22,189
-5,393
| -20% | -$81.2K | 0.07% | 246 |
|
|
2017
Q4 | $498K | Sell |
27,582
-14,778
| -35% | -$267K | 0.12% | 155 |
|
|
2017
Q3 | $812K | Sell |
42,360
-7,902
| -16% | -$151K | 0.2% | 103 |
|
|
2017
Q2 | $963K | Buy |
50,262
+4,325
| +9% | +$82.9K | 0.2% | 115 |
|
|
2017
Q1 | $999K | Sell |
45,937
-9,132
| -17% | -$199K | 0.23% | 110 |
|
|
2016
Q4 | $1.14M | Sell |
55,069
-12,643
| -19% | -$262K | 0.24% | 100 |
|
|
2016
Q3 | $1.57M | Sell |
67,712
-7,158
| -10% | -$165K | 0.37% | 71 |
|
|
2016
Q2 | $1.4M | Sell |
74,870
-5,112
| -6% | -$95.7K | 0.34% | 76 |
|
|
2016
Q1 | $1.43M | Buy |
79,982
+3,305
| +4% | +$59K | 0.35% | 72 |
|
|
2015
Q4 | $1.14M | Sell |
76,677
-27,336
| -26% | -$408K | 0.27% | 86 |
|
|
2015
Q3 | $2.88M | Buy |
104,013
+4,936
| +5% | +$137K | 0.75% | 36 |
|
|
2015
Q2 | $3.8M | Sell |
99,077
-13,406
| -12% | -$515K | 0.98% | 19 |
|
|
2015
Q1 | $4.73M | Sell |
112,483
-1,145
| -1% | -$48.2K | 1.22% | 13 |
|
|
2014
Q4 | $4.81M | Buy |
+113,628
| New | +$4.81M | 1.25% | 12 |
|
|
2014
Q2 | – | Sell |
-6,384
| Closed | -$207K | – | 310 |
|
|
2014
Q1 | $207K | Hold |
6,384
| – | – | 0.07% | 267 |
|
|
2013
Q4 | $230K | Sell |
6,384
-30
| -0.5% | -$1.08K | 0.08% | 241 |
|
|
2013
Q3 | $228 | Buy |
6,414
+860
| +15% | +$31 | 0.07% | 229 |
|
|
2013
Q2 | $212K | Buy |
+5,554
| New | +$212K | 0.07% | 238 |
|