Freestone Capital Holdings’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 | $449K | Buy |
15,266
+517
| +4% | +$15.2K | 0.02% | 304 |
|
|
2025
Q1 | $421K | Buy |
14,749
+2,135
| +17% | +$60.9K | 0.02% | 304 |
|
|
2024
Q4 | $346K | Sell |
12,614
-4,818
| -28% | -$132K | 0.01% | 329 |
|
|
2024
Q3 | $385K | Sell |
17,432
-6,043
| -26% | -$133K | 0.01% | 326 |
|
|
2024
Q2 | $466K | Sell |
23,475
-67
| -0.3% | -$1.33K | 0.02% | 306 |
|
|
2024
Q1 | $432K | Buy |
23,542
+6,666
| +39% | +$122K | 0.02% | 318 |
|
|
2023
Q4 | $298K | Sell |
16,876
-5,745
| -25% | -$101K | 0.01% | 325 |
|
|
2023
Q3 | $375K | Buy |
22,621
+278
| +1% | +$4.61K | 0.02% | 268 |
|
|
2023
Q2 | $385K | Sell |
22,343
-323
| -1% | -$5.56K | 0.02% | 277 |
|
|
2023
Q1 | $397K | Buy |
22,666
+5,065
| +29% | +$88.7K | 0.02% | 268 |
|
|
2022
Q4 | $318K | Buy |
17,601
+16
| +0.1% | +$289 | 0.01% | 285 |
|
|
2022
Q3 | $293K | Sell |
17,585
-161
| -0.9% | -$2.68K | 0.01% | 301 |
|
|
2022
Q2 | $297K | Sell |
17,746
-757
| -4% | -$12.7K | 0.01% | 340 |
|
|
2022
Q1 | $350K | Sell |
18,503
-451
| -2% | -$8.53K | 0.01% | 435 |
|
|
2021
Q4 | $301K | Buy |
18,954
+641
| +4% | +$10.2K | 0.01% | 403 |
|
|
2021
Q3 | $306K | Buy |
18,313
+1,174
| +7% | +$19.6K | 0.02% | 345 |
|
|
2021
Q2 | $312K | Buy |
17,139
+55
| +0.3% | +$1K | 0.02% | 336 |
|
|
2021
Q1 | $284K | Buy |
17,084
+2,556
| +18% | +$42.5K | 0.02% | 334 |
|
|
2020
Q4 | $199K | Sell |
14,528
-17,972
| -55% | -$246K | 0.01% | 349 |
|
|
2020
Q3 | $401K | Sell |
32,500
-2,840
| -8% | -$35K | 0.03% | 247 |
|
|
2020
Q2 | $536 | Sell |
35,340
-5,009
| -12% | -$76 | 0.01% | 230 |
|
|
2020
Q1 | $562 | Sell |
40,349
-18,885
| -32% | -$263 | 0.01% | 239 |
|
|
2019
Q4 | $1.25K | Sell |
59,234
-6,839
| -10% | -$145 | 0.03% | 234 |
|
|
2019
Q3 | $1.36K | Sell |
66,073
-14,984
| -18% | -$309 | 0.03% | 213 |
|
|
2019
Q2 | $1.69K | Sell |
81,057
-161,173
| -67% | -$3.36K | 0.04% | 177 |
|
|
2019
Q1 | $4.85M | Buy |
242,230
+91,874
| +61% | +$1.84M | 0.29% | 97 |
|
|
2018
Q4 | $2.31M | Sell |
150,356
-154,457
| -51% | -$2.38M | 0.16% | 148 |
|
|
2018
Q3 | $5.4M | Buy |
+304,813
| New | +$5.4M | 0.03% | 82 |
|
|
2018
Q1 | – | Sell |
-3,858
| Closed | -$70K | – | 342 |
|
|
2017
Q4 | $70K | Sell |
3,858
-5,012
| -57% | -$90.9K | ﹤0.01% | 327 |
|
|
2017
Q3 | $170K | Sell |
8,870
-604
| -6% | -$11.6K | 0.01% | 319 |
|
|
2017
Q2 | $182K | Sell |
9,474
-1,085
| -10% | -$20.8K | 0.01% | 311 |
|
|
2017
Q1 | $230K | Buy |
+10,559
| New | +$230K | 0.02% | 322 |
|
|
2016
Q4 | – | Sell |
-9,490
| Closed | -$220K | – | 339 |
|
|
2016
Q3 | $220K | Buy |
+9,490
| New | +$220K | 0.02% | 314 |
|
|
2016
Q1 | – | Sell |
-20,477
| Closed | -$306K | – | 345 |
|
|
2015
Q4 | $306K | Sell |
20,477
-119,136
| -85% | -$1.78M | 0.03% | 298 |
|
|
2015
Q3 | $3.86M | Buy |
139,613
+17,772
| +15% | +$492K | 0.42% | 40 |
|
|
2015
Q2 | $4.68M | Sell |
121,841
-12,939
| -10% | -$497K | 0.74% | 28 |
|
|
2015
Q1 | $5.67M | Sell |
134,780
-105,222
| -44% | -$4.43M | 0.89% | 26 |
|
|
2014
Q4 | $10.2M | Buy |
+240,002
| New | +$10.2M | 1.68% | 26 |
|
|
2013
Q4 | – | Sell |
-61,234
| Closed | -$2.18M | – | 325 |
|
|
2013
Q3 | $2.18M | Buy |
+61,234
| New | +$2.18M | 0.39% | 46 |
|