Excalibur 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 | $2.16M | Sell |
73,614
-2,550
| -3% | -$75K | 0.81% | 31 |
|
|
2025
Q1 | $2.17M | Sell |
76,164
-625
| -0.8% | -$17.8K | 0.85% | 28 |
|
|
2024
Q4 | $2.1M | Sell |
76,789
-1,590
| -2% | -$43.6K | 0.84% | 29 |
|
|
2024
Q3 | $1.73M | Sell |
78,379
-700
| -0.9% | -$15.5K | 0.66% | 37 |
|
|
2024
Q2 | $1.57M | Buy |
79,079
+925
| +1% | +$18.4K | 0.64% | 39 |
|
|
2024
Q1 | $1.43M | Buy |
78,154
+511
| +0.7% | +$9.37K | 0.61% | 43 |
|
|
2023
Q4 | $1.37M | Sell |
77,643
-475
| -0.6% | -$8.38K | 0.64% | 39 |
|
|
2023
Q3 | $1.3M | Buy |
78,118
+5,146
| +7% | +$85.3K | 0.67% | 38 |
|
|
2023
Q2 | $1.26M | Sell |
72,972
-368
| -0.5% | -$6.34K | 0.64% | 40 |
|
|
2023
Q1 | $1.28M | Buy |
73,340
+1,606
| +2% | +$28.1K | 0.67% | 41 |
|
|
2022
Q4 | $1.3M | Sell |
71,734
-460
| -0.6% | -$8.32K | 0.68% | 38 |
|
|
2022
Q3 | $1.2M | Buy |
72,194
+950
| +1% | +$15.8K | 0.67% | 40 |
|
|
2022
Q2 | $1.19M | Sell |
71,244
-9,091
| -11% | -$152K | 0.62% | 43 |
|
|
2022
Q1 | $1.52M | Sell |
80,335
-1,115
| -1% | -$21.1K | 0.66% | 45 |
|
|
2021
Q4 | $1.29M | Sell |
81,450
-9,285
| -10% | -$147K | 0.52% | 53 |
|
|
2021
Q3 | $1.52M | Buy |
90,735
+59,495
| +190% | +$995K | 0.67% | 40 |
|
|
2021
Q2 | $570K | Buy |
31,240
+11,715
| +60% | +$214K | 0.26% | 84 |
|
|
2021
Q1 | $325K | Buy |
+19,525
| New | +$325K | 0.16% | 119 |
|
|
2015
Q3 | – | Sell |
-10,521
| Closed | -$404K | – | 68 |
|
|
2015
Q2 | $404K | Hold |
10,521
| – | – | 0.38% | 39 |
|
|
2015
Q1 | $443K | Hold |
10,521
| – | – | 0.43% | 37 |
|
|
2014
Q4 | $445K | Buy |
+10,521
| New | +$445K | 0.45% | 37 |
|