FCA
FLC Capital Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $618K | Buy |
21,005
+6
| +0% | +$176 | 0.13% | 100 |
|
|
2025
Q1 | $599K | Hold |
20,999
| – | – | 0.13% | 99 |
|
|
2024
Q4 | $575K | Hold |
20,999
| – | – | 0.13% | 98 |
|
|
2024
Q3 | $464K | Buy |
20,999
+1,291
| +7% | +$28.5K | 0.11% | 105 |
|
|
2024
Q2 | $392K | Hold |
19,708
| – | – | 0.1% | 111 |
|
|
2024
Q1 | $361K | Sell |
19,708
-3,510
| -15% | -$64.4K | 0.09% | 112 |
|
|
2023
Q4 | $410K | Sell |
23,218
-2,100
| -8% | -$37K | 0.11% | 105 |
|
|
2023
Q3 | $420K | Sell |
25,318
-2,520
| -9% | -$41.8K | 0.13% | 105 |
|
|
2023
Q2 | $479K | Buy |
27,838
+2,177
| +8% | +$37.5K | 0.14% | 98 |
|
|
2023
Q1 | $449K | Buy |
25,661
+1,000
| +4% | +$17.5K | 0.14% | 97 |
|
|
2022
Q4 | $446K | Buy |
24,661
+3,936
| +19% | +$71.2K | 0.14% | 103 |
|
|
2022
Q3 | $345K | Buy |
20,725
+3,687
| +22% | +$61.4K | 0.12% | 115 |
|
|
2022
Q2 | $286K | Hold |
17,038
| – | – | 0.1% | 125 |
|
|
2022
Q1 | $322K | Buy |
+17,038
| New | +$322K | 0.09% | 129 |
|
|
2021
Q3 | – | Sell |
-10,838
| Closed | -$198K | – | 174 |
|
|
2021
Q2 | $198K | Hold |
10,838
| – | – | 0.06% | 166 |
|
|
2021
Q1 | $180K | Buy |
+10,838
| New | +$180K | 0.06% | 158 |
|