First Foundation Advisors’s Kayne Anderson NextGen Energy & Infrastructure, Inc. KMF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $293K | Sell |
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|
2022
Q3 | $284K | Buy |
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|
2022
Q2 | $302K | Buy |
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|
2022
Q1 | $344K | Buy |
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|
2021
Q4 | $248K | Sell |
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|
2021
Q3 | $388K | Sell |
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|
2021
Q2 | $497K | Sell |
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|
2021
Q1 | $987K | Sell |
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|
2020
Q4 | $970K | Sell |
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|
2020
Q3 | $1.11M | Sell |
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|
2020
Q2 | $1.42M | Sell |
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|
2020
Q1 | $1.61M | Sell |
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|
2019
Q4 | $8.14M | Sell |
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|
2019
Q3 | $9.47M | Buy |
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|
2019
Q2 | $9.78M | Buy |
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|
2019
Q1 | $9.5M | Buy |
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|
2018
Q4 | $5.62M | Buy |
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|
2018
Q3 | $4.36M | Buy |
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|
2018
Q2 | $3.5M | Buy |
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|
2018
Q1 | $2.66M | Buy |
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|
2017
Q4 | $2.64M | Buy |
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|
2017
Q3 | $215K | Hold |
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|
2017
Q2 | $221K | Buy |
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|
2017
Q1 | $230K | Hold |
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|
2016
Q4 | $222K | Hold |
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|
2016
Q3 | $221K | Hold |
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|
2016
Q2 | $201K | Sell |
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|
2016
Q1 | $148K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $200K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $904K | Sell |
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|
2014
Q2 | $1M | Buy |
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|
2014
Q1 | $779K | Hold |
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|
2013
Q4 | $790K | Buy |
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|
2013
Q3 | $468K | Buy |
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