Hoertkorn Richard Charles’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 | $14.8M | Sell |
503,248
-3,800
| -0.7% | -$112K | 6.26% | 6 |
|
|
2025
Q1 | $14.5M | Sell |
507,048
-16,900
| -3% | -$482K | 6.69% | 4 |
|
|
2024
Q4 | $14.4M | Sell |
523,948
-5,446
| -1% | -$149K | 5.9% | 4 |
|
|
2024
Q3 | $11.7M | Sell |
529,394
-9,166
| -2% | -$202K | 5.04% | 9 |
|
|
2024
Q2 | $10.7M | Sell |
538,560
-17,832
| -3% | -$354K | 4.66% | 9 |
|
|
2024
Q1 | $10.2M | Sell |
556,392
-2,400
| -0.4% | -$44K | 4.38% | 9 |
|
|
2023
Q4 | $9.86M | Buy |
558,792
+1,300
| +0.2% | +$22.9K | 4.44% | 8 |
|
|
2023
Q3 | $9.24M | Buy |
557,492
+1,600
| +0.3% | +$26.5K | 4.62% | 6 |
|
|
2023
Q2 | $9.57M | Buy |
555,892
+3,810
| +0.7% | +$65.6K | 4.61% | 6 |
|
|
2023
Q1 | $9.67M | Sell |
552,082
-100
| -0% | -$1.75K | 4.99% | 5 |
|
|
2022
Q4 | $9.98M | Buy |
552,182
+12,635
| +2% | +$228K | 5.3% | 6 |
|
|
2022
Q3 | $8.98M | Buy |
539,547
+1,800
| +0.3% | +$30K | 5.14% | 6 |
|
|
2022
Q2 | $9.01M | Sell |
537,747
-3,100
| -0.6% | -$52K | 4.96% | 7 |
|
|
2022
Q1 | $10.2M | Sell |
540,847
-12,350
| -2% | -$234K | 4.49% | 7 |
|
|
2021
Q4 | $8.77M | Buy |
553,197
+21,675
| +4% | +$344K | 3.55% | 10 |
|
|
2021
Q3 | $8.89M | Buy |
531,522
+300
| +0.1% | +$5.02K | 4% | 10 |
|
|
2021
Q2 | $9.68M | Buy |
531,222
+10,967
| +2% | +$200K | 4.33% | 9 |
|
|
2021
Q1 | $8.66M | Buy |
520,255
+55,900
| +12% | +$931K | 4.28% | 10 |
|
|
2020
Q4 | $6.35M | Buy |
464,355
+69,050
| +17% | +$944K | 3.49% | 12 |
|
|
2020
Q3 | $4.87M | Buy |
395,305
+4,225
| +1% | +$52.1K | 3.23% | 11 |
|
|
2020
Q2 | $5.93M | Buy |
391,080
+1,000
| +0.3% | +$15.2K | 4.04% | 10 |
|
|
2020
Q1 | $5.43M | Buy |
390,080
+11,400
| +3% | +$159K | 4.45% | 8 |
|
|
2019
Q4 | $8.02M | Sell |
378,680
-825
| -0.2% | -$17.5K | 4.93% | 6 |
|
|
2019
Q3 | $7.82M | Buy |
379,505
+2,300
| +0.6% | +$47.4K | 5.06% | 8 |
|
|
2019
Q2 | $7.88M | Sell |
377,205
-1,800
| -0.5% | -$37.6K | 5.24% | 7 |
|
|
2019
Q1 | $7.58M | Sell |
379,005
-3,475
| -0.9% | -$69.5K | 5.03% | 7 |
|
|
2018
Q4 | $5.88M | Sell |
382,480
-400
| -0.1% | -$6.15K | 4.14% | 10 |
|
|
2018
Q3 | $6.79M | Buy |
382,880
+2,880
| +0.8% | +$51.1K | 4.03% | 9 |
|
|
2018
Q2 | $6.72M | Buy |
380,000
+8,350
| +2% | +$148K | 4.11% | 8 |
|
|
2018
Q1 | $5.6M | Buy |
371,650
+102,350
| +38% | +$1.54M | 3.45% | 14 |
|
|
2017
Q4 | $4.87M | Buy |
269,300
+58,525
| +28% | +$1.06M | 2.89% | 15 |
|
|
2017
Q3 | $4.04M | Buy |
210,775
+8,700
| +4% | +$167K | 2.56% | 16 |
|
|
2017
Q2 | $3.87M | Buy |
202,075
+19,700
| +11% | +$377K | 2.56% | 16 |
|
|
2017
Q1 | $3.97M | Buy |
182,375
+2,200
| +1% | +$47.8K | 2.64% | 16 |
|
|
2016
Q4 | $3.73M | Buy |
180,175
+31,850
| +21% | +$660K | 2.58% | 16 |
|
|
2016
Q3 | $3.43M | Buy |
148,325
+26,750
| +22% | +$619K | 2.67% | 14 |
|
|
2016
Q2 | $2.28M | Buy |
121,575
+3,600
| +3% | +$67.4K | 1.82% | 20 |
|
|
2016
Q1 | $2.11M | Buy |
117,975
+60,845
| +107% | +$1.09M | 1.69% | 21 |
|
|
2015
Q4 | $852K | Buy |
57,130
+43,430
| +317% | +$648K | 0.64% | 40 |
|
|
2015
Q3 | $379K | Buy |
+13,700
| New | +$379K | 0.3% | 43 |
|