HoyleCohen’s Kinder Morgan KMI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q2	$6.25M	Sell	314,438 -7,981	-2%	-$159K	0.47%	54
2024 Q1	$5.91M	Sell	322,419 -17,097	-5%	-$314K	0.45%	59
2023 Q4	$5.99M	Sell	339,516 -11,248	-3%	-$198K	0.49%	58
2023 Q3	$5.82M	Sell	350,764 -5,958	-2%	-$98.8K	0.54%	54
2023 Q2	$6.14M	Sell	356,722 -2,116	-0.6%	-$36.4K	0.54%	55
2023 Q1	$6.28M	Buy	358,838 +2,699	+0.8%	+$47.3K	0.59%	50
2022 Q4	$6.44M	Sell	356,139 -1,572	-0.4%	-$28.4K	0.64%	48
2022 Q3	$5.95M	Sell	357,711 -22	-0%	-$366	0.65%	45
2022 Q2	$6M	Buy	357,733 +6,652	+2%	+$111K	0.62%	46
2022 Q1	$6.64M	Buy	351,081 +19,502	+6%	+$369K	0.57%	49
2021 Q4	$5.26M	Sell	331,579 -4,178	-1%	-$66.3K	0.44%	64
2021 Q3	$5.62M	Buy	335,757 +7,328	+2%	+$123K	0.53%	56
2021 Q2	$5.99K	Buy	328,429 +4,262	+1%	+$78	0.47%	52
2021 Q1	$5.4M	Buy	324,167 +11,812	+4%	+$197K	0.55%	52
2020 Q4	$4.27M	Sell	312,355 -4,800	-2%	-$65.6K	0.49%	59
2020 Q3	$3.91M	Buy	317,155 +825	+0.3%	+$10.2K	0.58%	51
2020 Q2	$4.8M	Buy	316,330 +17,422	+6%	+$264K	0.8%	31
2020 Q1	$4.16M	Buy	298,908 +34,159	+13%	+$476K	0.83%	33
2019 Q4	$5.61M	Buy	264,749 +5,581	+2%	+$118K	0.89%	35
2019 Q3	$5.34M	Buy	259,168 +4,995	+2%	+$103K	0.91%	35
2019 Q2	$5.31M	Buy	254,173 +579	+0.2%	+$12.1K	0.92%	36
2019 Q1	$5.07M	Buy	253,594 +10	+0%	+$200	0.89%	39
2018 Q4	$3.9M	Sell	253,584 -12,337	-5%	-$190K	0.8%	38
2018 Q3	$4.72M	Buy	265,921 +212	+0.1%	+$3.76K	0.89%	34
2018 Q2	$4.7M	Buy	265,709 +2,014	+0.8%	+$35.6K	0.95%	34
2018 Q1	$3.97M	Buy	263,695 +25,012	+10%	+$377K	0.81%	37
2017 Q4	$4.31M	Buy	+238,683	New	+$4.31M	0.85%	39