Everence Capital 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
Q2 | $4.28M | Sell |
145,730
-61,750
| -30% | -$1.82M | 0.28% | 58 |
|
2025
Q1 | $5.92M | Buy |
207,480
+65,580
| +46% | +$1.87M | 0.4% | 39 |
|
2024
Q4 | $3.89M | Buy |
+141,900
| New | +$3.89M | 0.25% | 60 |
|
2020
Q3 | – | Sell |
-58,261
| Closed | -$921K | – | 711 |
|
2020
Q2 | $921K | Hold |
58,261
| – | – | 0.11% | 161 |
|
2020
Q1 | $811K | Hold |
58,261
| – | – | 0.11% | 155 |
|
2019
Q4 | $1.23M | Buy |
58,261
+11,330
| +24% | +$240K | 0.18% | 115 |
|
2019
Q3 | $967K | Hold |
46,931
| – | – | 0.16% | 138 |
|
2019
Q2 | $980K | Hold |
46,931
| – | – | 0.16% | 132 |
|
2019
Q1 | $939K | Sell |
46,931
-18,250
| -28% | -$365K | 0.16% | 133 |
|
2018
Q4 | $1M | Hold |
65,181
| – | – | 0.23% | 110 |
|
2018
Q3 | $1.16M | Hold |
65,181
| – | – | 0.23% | 112 |
|
2018
Q2 | $1.15M | Buy |
65,181
+11,930
| +22% | +$211K | 0.24% | 105 |
|
2018
Q1 | $802K | Buy |
53,251
+10,360
| +24% | +$156K | 0.18% | 149 |
|
2017
Q4 | $775K | Sell |
42,891
-10,410
| -20% | -$188K | 0.17% | 151 |
|
2017
Q3 | $1.02M | Hold |
53,301
| – | – | 0.23% | 125 |
|
2017
Q2 | $1.02M | Buy |
53,301
+9,200
| +21% | +$176K | 0.25% | 115 |
|
2017
Q1 | $959K | Hold |
44,101
| – | – | 0.25% | 111 |
|
2016
Q4 | $913K | Buy |
44,101
+7,650
| +21% | +$158K | 0.26% | 110 |
|
2016
Q3 | $843K | Hold |
36,451
| – | – | 0.25% | 121 |
|
2016
Q2 | $682K | Sell |
36,451
-7,060
| -16% | -$132K | 0.21% | 140 |
|
2016
Q1 | $777K | Hold |
43,511
| – | – | 0.24% | 124 |
|
2015
Q4 | $649K | Sell |
43,511
-7,798
| -15% | -$116K | 0.21% | 144 |
|
2015
Q3 | $1.42M | Buy |
51,309
+8,950
| +21% | +$248K | 0.49% | 53 |
|
2015
Q2 | $1.63M | Buy |
42,359
+5,920
| +16% | +$227K | 0.53% | 53 |
|
2015
Q1 | $1.49M | Hold |
36,439
| – | – | 0.5% | 50 |
|
2014
Q4 | $1.54M | Buy |
36,439
+12,525
| +52% | +$530K | 0.53% | 49 |
|
2014
Q3 | $963K | Hold |
23,914
| – | – | 0.35% | 95 |
|
2014
Q2 | $867K | Hold |
23,914
| – | – | 0.32% | 105 |
|
2014
Q1 | $777K | Buy |
23,914
+4,165
| +21% | +$135K | 0.31% | 106 |
|
2013
Q4 | $711K | Hold |
19,749
| – | – | 0.29% | 113 |
|
2013
Q3 | $702K | Hold |
19,749
| – | – | 0.3% | 101 |
|
2013
Q2 | $753K | Buy |
+19,749
| New | +$753K | 0.34% | 95 |
|