Grandfield & Dodd’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 | $460K | Sell |
15,639
-300
| -2% | -$8.82K | 0.03% | 140 |
|
|
2025
Q1 | $455K | Hold |
15,939
| – | – | 0.03% | 145 |
|
|
2024
Q4 | $437K | Hold |
15,939
| – | – | 0.03% | 149 |
|
|
2024
Q3 | $352K | Hold |
15,939
| – | – | 0.02% | 161 |
|
|
2024
Q2 | $317K | Hold |
15,939
| – | – | 0.02% | 166 |
|
|
2024
Q1 | $292K | Buy |
15,939
+38
| +0.2% | +$697 | 0.02% | 171 |
|
|
2023
Q4 | $281K | Buy |
15,901
+4,001
| +34% | +$70.6K | 0.02% | 167 |
|
|
2023
Q3 | $197K | Sell |
11,900
-1,700
| -13% | -$28.2K | 0.01% | 188 |
|
|
2023
Q2 | $234K | Hold |
13,600
| – | – | 0.02% | 175 |
|
|
2023
Q1 | $238K | Hold |
13,600
| – | – | 0.02% | 175 |
|
|
2022
Q4 | $246K | Hold |
13,600
| – | – | 0.02% | 170 |
|
|
2022
Q3 | $230K | Buy |
13,600
+3,000
| +28% | +$50.7K | 0.02% | 171 |
|
|
2022
Q2 | $180K | Hold |
10,600
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $200K | Sell |
10,600
-3,000
| -22% | -$56.6K | 0.01% | 204 |
|
|
2021
Q4 | $220K | Hold |
13,600
| – | – | 0.01% | 200 |
|
|
2021
Q3 | $230K | Hold |
13,600
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $250K | Hold |
13,600
| – | – | 0.02% | 186 |
|
|
2021
Q1 | $230K | Hold |
13,600
| – | – | 0.02% | 184 |
|
|
2020
Q4 | $190K | Hold |
13,600
| – | – | 0.01% | 191 |
|
|
2020
Q3 | $170K | Sell |
13,600
-215
| -2% | -$2.69K | 0.02% | 177 |
|
|
2020
Q2 | $210K | Sell |
13,815
-787
| -5% | -$12K | 0.02% | 170 |
|
|
2020
Q1 | $203K | Buy |
+14,602
| New | +$203K | 0.02% | 156 |
|
|
2015
Q3 | – | Sell |
-5,528
| Closed | -$212K | – | 174 |
|
|
2015
Q2 | $212K | Buy |
5,528
+204
| +4% | +$7.82K | 0.03% | 167 |
|
|
2015
Q1 | $224K | Hold |
5,324
| – | – | 0.03% | 152 |
|
|
2014
Q4 | $225K | Buy |
+5,324
| New | +$225K | 0.03% | 156 |
|