Evergreen 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
$2.14M Buy
72,818
+4,681
+7% +$138K 0.06% 253
2025
Q1
$1.94M Sell
68,137
-246,107
-78% -$7.02M 0.07% 256
2024
Q4
$8.61M Sell
314,244
-227,278
-42% -$6.23M 0.28% 99
2024
Q3
$12M Buy
541,522
+4,259
+0.8% +$94.1K 0.4% 63
2024
Q2
$10.7M Sell
537,263
-10,415
-2% -$207K 0.39% 72
2024
Q1
$10M Sell
547,678
-575
-0.1% -$10.5K 0.38% 69
2023
Q4
$9.67M Buy
548,253
+8,606
+2% +$152K 0.4% 75
2023
Q3
$8.95M Buy
539,647
+1,387
+0.3% +$23K 0.39% 73
2023
Q2
$9.27M Buy
538,260
+33,892
+7% +$584K 0.39% 73
2023
Q1
$8.83M Buy
504,368
+1,676
+0.3% +$29.3K 0.4% 73
2022
Q4
$9.09M Sell
502,692
-3,465
-0.7% -$62.6K 0.43% 69
2022
Q3
$8.42M Sell
506,157
-20,209
-4% -$336K 0.44% 62
2022
Q2
$8.82M Buy
526,366
+250,334
+91% +$4.2M 0.46% 62
2022
Q1
$5.22M Sell
276,032
-55,432
-17% -$1.05M 0.21% 134
2021
Q4
$5.26M Buy
331,464
+37,670
+13% +$597K 0.21% 132
2021
Q3
$4.92M Buy
293,794
+34,280
+13% +$573K 0.22% 122
2021
Q2
$4.73M Buy
259,514
+6,702
+3% +$122K 0.23% 116
2021
Q1
$4.21M Buy
252,812
+19,472
+8% +$324K 0.22% 116
2020
Q4
$3.19M Buy
233,340
+143,218
+159% +$1.96M 0.19% 126
2020
Q3
$1.11M Buy
90,122
+27,036
+43% +$333K 0.08% 191
2020
Q2
$957K Buy
63,086
+9,173
+17% +$139K 0.07% 194
2020
Q1
$750K Sell
53,913
-120,021
-69% -$1.67M 0.07% 190
2019
Q4
$3.68M Buy
173,934
+133,018
+325% +$2.82M 0.31% 80
2019
Q3
$843K Sell
40,916
-11,645
-22% -$240K 0.08% 173
2019
Q2
$1.1M Sell
52,561
-6,491
-11% -$135K 0.1% 155
2019
Q1
$1.18M Buy
59,052
+728
+1% +$14.6K 0.12% 143
2018
Q4
$897K Buy
58,324
+951
+2% +$14.6K 0.09% 159
2018
Q3
$1.02M Buy
57,373
+3,181
+6% +$56.4K 0.09% 156
2018
Q2
$958K Buy
+54,192
New +$958K 0.09% 157
2015
Q3
Sell
-5,444
Closed -$209K 93
2015
Q2
$209K Sell
5,444
-2,784
-34% -$107K 0.05% 86
2015
Q1
$346K Buy
+8,228
New +$346K 0.08% 87