EHC
Everett Harris & Co’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.51M | Sell |
153,345
-2,863
| -2% | -$84.2K | 0.06% | 80 |
|
|
2025
Q1 | $4.46M | Sell |
156,208
-9,262
| -6% | -$264K | 0.06% | 77 |
|
|
2024
Q4 | $4.53M | Buy |
165,470
+875
| +0.5% | +$24K | 0.06% | 76 |
|
|
2024
Q3 | $3.64M | Buy |
164,595
+4,000
| +2% | +$88.4K | 0.05% | 84 |
|
|
2024
Q2 | $3.19M | Sell |
160,595
-12,050
| -7% | -$239K | 0.04% | 84 |
|
|
2024
Q1 | $3.17M | Sell |
172,645
-6,578
| -4% | -$121K | 0.04% | 84 |
|
|
2023
Q4 | $3.16M | Sell |
179,223
-16,300
| -8% | -$288K | 0.05% | 83 |
|
|
2023
Q3 | $3.24M | Sell |
195,523
-51,280
| -21% | -$850K | 0.05% | 80 |
|
|
2023
Q2 | $4.25M | Sell |
246,803
-9,600
| -4% | -$165K | 0.06% | 73 |
|
|
2023
Q1 | $4.49M | Sell |
256,403
-2,510
| -1% | -$44K | 0.07% | 70 |
|
|
2022
Q4 | $4.68M | Buy |
258,913
+3,630
| +1% | +$65.6K | 0.08% | 67 |
|
|
2022
Q3 | $4.25M | Buy |
255,283
+17,960
| +8% | +$299K | 0.08% | 68 |
|
|
2022
Q2 | $3.98M | Buy |
237,323
+22,925
| +11% | +$384K | 0.07% | 73 |
|
|
2022
Q1 | $4.05M | Buy |
214,398
+95,155
| +80% | +$1.8M | 0.06% | 78 |
|
|
2021
Q4 | $1.89M | Buy |
119,243
+3,265
| +3% | +$51.8K | 0.03% | 102 |
|
|
2021
Q3 | $1.94M | Sell |
115,978
-29,290
| -20% | -$490K | 0.03% | 99 |
|
|
2021
Q2 | $2.65M | Sell |
145,268
-10,373
| -7% | -$189K | 0.04% | 87 |
|
|
2021
Q1 | $2.59M | Sell |
155,641
-30,325
| -16% | -$505K | 0.05% | 87 |
|
|
2020
Q4 | $2.54M | Sell |
185,966
-12,195
| -6% | -$167K | 0.05% | 81 |
|
|
2020
Q3 | $2.44M | Buy |
198,161
+18
| +0% | +$222 | 0.05% | 86 |
|
|
2020
Q2 | $3.01M | Sell |
198,143
-36,767
| -16% | -$558K | 0.07% | 78 |
|
|
2020
Q1 | $3.27M | Buy |
234,910
+3,160
| +1% | +$44K | 0.08% | 71 |
|
|
2019
Q4 | $4.91M | Sell |
231,750
-2,061
| -0.9% | -$43.6K | 0.11% | 66 |
|
|
2019
Q3 | $4.82M | Sell |
233,811
-83
| -0% | -$1.71K | 0.12% | 65 |
|
|
2019
Q2 | $4.88M | Buy |
233,894
+1,553
| +0.7% | +$32.4K | 0.12% | 66 |
|
|
2019
Q1 | $4.65M | Sell |
232,341
-400
| -0.2% | -$8K | 0.12% | 63 |
|
|
2018
Q4 | $3.58M | Sell |
232,741
-12,449
| -5% | -$191K | 0.1% | 65 |
|
|
2018
Q3 | $4.35M | Buy |
245,190
+3,935
| +2% | +$69.8K | 0.11% | 62 |
|
|
2018
Q2 | $4.26M | Buy |
241,255
+7,949
| +3% | +$140K | 0.12% | 59 |
|
|
2018
Q1 | $3.51M | Buy |
233,306
+8,977
| +4% | +$135K | 0.1% | 68 |
|
|
2017
Q4 | $4.05M | Buy |
224,329
+10,856
| +5% | +$196K | 0.11% | 68 |
|
|
2017
Q3 | $4.09M | Buy |
213,473
+74,644
| +54% | +$1.43M | 0.12% | 66 |
|
|
2017
Q2 | $2.66M | Buy |
138,829
+11,484
| +9% | +$220K | 0.08% | 83 |
|
|
2017
Q1 | $2.77M | Buy |
127,345
+14,502
| +13% | +$315K | 0.09% | 79 |
|
|
2016
Q4 | $2.34M | Sell |
112,843
-4,732
| -4% | -$98K | 0.08% | 86 |
|
|
2016
Q3 | $2.72M | Sell |
117,575
-15,664
| -12% | -$362K | 0.1% | 88 |
|
|
2016
Q2 | $2.49M | Buy |
133,239
+294
| +0.2% | +$5.5K | 0.09% | 92 |
|
|
2016
Q1 | $2.37M | Buy |
132,945
+7,334
| +6% | +$131K | 0.09% | 100 |
|
|
2015
Q4 | $1.87M | Buy |
125,611
+45,760
| +57% | +$683K | 0.07% | 106 |
|
|
2015
Q3 | $2.21M | Buy |
79,851
+4,037
| +5% | +$112K | 0.08% | 98 |
|
|
2015
Q2 | $2.91M | Hold |
75,814
| – | – | 0.1% | 84 |
|
|
2015
Q1 | $3.19M | Buy |
75,814
+1,513
| +2% | +$63.6K | 0.11% | 80 |
|
|
2014
Q4 | $3.14M | Buy |
+74,301
| New | +$3.14M | 0.11% | 80 |
|