FSA
Fort Sheridan Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.38M | Buy |
80,830
+2,072
| +3% | +$60.9K | 0.34% | 55 |
|
|
2025
Q1 | $2.25M | Sell |
78,758
-3,866
| -5% | -$110K | 0.34% | 57 |
|
|
2024
Q4 | $2.26M | Sell |
82,624
-8,952
| -10% | -$245K | 0.33% | 55 |
|
|
2024
Q3 | $2.02M | Buy |
91,576
+1,469
| +2% | +$32.5K | 0.31% | 64 |
|
|
2024
Q2 | $1.79M | Buy |
90,107
+15,682
| +21% | +$312K | 0.29% | 65 |
|
|
2024
Q1 | $1.36M | Buy |
74,425
+2,507
| +3% | +$46K | 0.26% | 71 |
|
|
2023
Q4 | $1.27M | Buy |
71,918
+4,278
| +6% | +$75.5K | 0.25% | 71 |
|
|
2023
Q3 | $1.12M | Buy |
67,640
+5,809
| +9% | +$96.3K | 0.25% | 68 |
|
|
2023
Q2 | $1.06M | Buy |
61,831
+4,159
| +7% | +$71.6K | 0.24% | 75 |
|
|
2023
Q1 | $1.01M | Buy |
57,672
+13,103
| +29% | +$229K | 0.26% | 74 |
|
|
2022
Q4 | $806K | Sell |
44,569
-5,135
| -10% | -$92.8K | 0.26% | 72 |
|
|
2022
Q3 | $827K | Buy |
49,704
+3,211
| +7% | +$53.4K | 0.28% | 65 |
|
|
2022
Q2 | $779K | Sell |
46,493
-1,775
| -4% | -$29.7K | 0.25% | 71 |
|
|
2022
Q1 | $913K | Buy |
48,268
+2,893
| +6% | +$54.7K | 0.27% | 68 |
|
|
2021
Q4 | $720K | Buy |
45,375
+5,331
| +13% | +$84.6K | 0.21% | 80 |
|
|
2021
Q3 | $670K | Buy |
40,044
+1,000
| +3% | +$16.7K | 0.22% | 83 |
|
|
2021
Q2 | $712K | Buy |
39,044
+2,700
| +7% | +$49.2K | 0.24% | 75 |
|
|
2021
Q1 | $605K | Buy |
36,344
+5,948
| +20% | +$99K | 0.24% | 65 |
|
|
2020
Q4 | $416K | Buy |
30,396
+3,344
| +12% | +$45.8K | 0.2% | 69 |
|
|
2020
Q3 | $334K | Buy |
27,052
+4,973
| +23% | +$61.4K | 0.2% | 70 |
|
|
2020
Q2 | $335K | Buy |
22,079
+54
| +0.2% | +$819 | 0.21% | 65 |
|
|
2020
Q1 | $307K | Sell |
22,025
-145
| -0.7% | -$2.02K | 0.23% | 57 |
|
|
2019
Q4 | $469K | Sell |
22,170
-55
| -0.2% | -$1.16K | 0.25% | 58 |
|
|
2019
Q3 | $458K | Hold |
22,225
| – | – | 0.26% | 50 |
|
|
2019
Q2 | $464K | Buy |
22,225
+1,004
| +5% | +$21K | 0.27% | 51 |
|
|
2019
Q1 | $425K | Buy |
21,221
+1,535
| +8% | +$30.7K | 0.28% | 52 |
|
|
2018
Q4 | $303K | Buy |
+19,686
| New | +$303K | 0.21% | 63 |
|