HM Payson & Co’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$40.7K Hold
1,425
﹤0.01% 676
2024
Q4
$39K Sell
1,425
-5
-0.3% -$137 ﹤0.01% 680
2024
Q3
$31.6K Buy
1,430
+1,145
+402% +$25.3K ﹤0.01% 703
2024
Q2
$5.66K Sell
285
-1,715
-86% -$34.1K ﹤0.01% 885
2024
Q1
$36.7K Buy
2,000
+75
+4% +$1.38K ﹤0.01% 650
2023
Q4
$34K Hold
1,925
﹤0.01% 653
2023
Q3
$31.9K Sell
1,925
-972
-34% -$16.1K ﹤0.01% 657
2023
Q2
$49.9K Buy
2,897
+1,577
+119% +$27.2K ﹤0.01% 574
2023
Q1
$23.1K Sell
1,320
-566
-30% -$9.91K ﹤0.01% 692
2022
Q4
$34.1K Buy
1,886
+521
+38% +$9.42K ﹤0.01% 611
2022
Q3
$23K Hold
1,365
﹤0.01% 678
2022
Q2
$23K Buy
1,365
+500
+58% +$8.43K ﹤0.01% 693
2022
Q1
$16K Sell
865
-173
-17% -$3.2K ﹤0.01% 779
2021
Q4
$16K Sell
1,038
-635
-38% -$9.79K ﹤0.01% 799
2021
Q3
$28K Buy
1,673
+394
+31% +$6.59K ﹤0.01% 689
2021
Q2
$23K Buy
1,279
+241
+23% +$4.33K ﹤0.01% 714
2021
Q1
$17K Buy
1,038
+65
+7% +$1.07K ﹤0.01% 795
2020
Q4
$13K Sell
973
-308
-24% -$4.12K ﹤0.01% 842
2020
Q3
$16K Buy
1,281
+308
+32% +$3.85K ﹤0.01% 772
2020
Q2
$15K Sell
973
-500
-34% -$7.71K ﹤0.01% 704
2020
Q1
$21K Sell
1,473
-3,833
-72% -$54.6K ﹤0.01% 633
2019
Q4
$112K Buy
5,306
+1,500
+39% +$31.7K ﹤0.01% 456
2019
Q3
$78K Buy
3,806
+500
+15% +$10.2K ﹤0.01% 515
2019
Q2
$69K Buy
+3,306
New +$69K ﹤0.01% 537
2017
Q2
Sell
-18,118
Closed -$394K 349
2017
Q1
$394K Buy
18,118
+4
+0% +$87 0.02% 245
2016
Q4
$375K Sell
18,114
-450
-2% -$9.32K 0.02% 244
2016
Q3
$430K Sell
18,564
-1,108
-6% -$25.7K 0.02% 226
2016
Q2
$368K Buy
19,672
+762
+4% +$14.3K 0.02% 240
2016
Q1
$338K Sell
18,910
-2,422
-11% -$43.3K 0.02% 240
2015
Q4
$318K Sell
21,332
-5,395
-20% -$80.4K 0.02% 251
2015
Q3
$740K Sell
26,727
-901
-3% -$24.9K 0.04% 189
2015
Q2
$1.06M Buy
27,628
+113
+0.4% +$4.34K 0.05% 175
2015
Q1
$1.16M Sell
27,515
-621
-2% -$26.1K 0.06% 167
2014
Q4
$1.19M Buy
28,136
+22,650
+413% +$958K 0.06% 163
2014
Q3
$210K Buy
+5,486
New +$210K 0.01% 283