Jones Financial Companies’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
274,476
+27,930
| +11% | +$809K | 0.01% | 400 |
|
|
2025
Q1 | $6.99M | Buy |
246,546
+79,454
| +48% | +$2.25M | 0.01% | 365 |
|
|
2024
Q4 | $4.58M | Buy |
167,092
+57,639
| +53% | +$1.58M | ﹤0.01% | 375 |
|
|
2024
Q3 | $2.39M | Buy |
109,453
+57,780
| +112% | +$1.26M | ﹤0.01% | 417 |
|
|
2024
Q2 | $1.03M | Buy |
51,673
+47,693
| +1,198% | +$948K | ﹤0.01% | 420 |
|
|
2024
Q1 | $73K | Buy |
3,980
+2,880
| +262% | +$52.8K | ﹤0.01% | 664 |
|
|
2023
Q4 | $19.4K | Sell |
1,100
-2,610
| -70% | -$46K | ﹤0.01% | 594 |
|
|
2023
Q3 | $61.5K | Buy |
3,710
+1,218
| +49% | +$20.2K | ﹤0.01% | 349 |
|
|
2023
Q2 | $42.9K | Sell |
2,492
-300
| -11% | -$5.17K | ﹤0.01% | 372 |
|
|
2023
Q1 | $48.9K | Buy |
2,792
+188
| +7% | +$3.29K | ﹤0.01% | 357 |
|
|
2022
Q4 | $47K | Buy |
+2,604
| New | +$47K | ﹤0.01% | 353 |
|
|
2022
Q3 | – | Sell |
-400
| Closed | -$7K | – | 644 |
|
|
2022
Q2 | $7K | Buy |
400
+393
| +5,614% | +$6.88K | ﹤0.01% | 514 |
|
|
2022
Q1 | $0 | Sell |
7
-183
| -96% | – | ﹤0.01% | 775 |
|
|
2021
Q4 | $3K | Sell |
190
-600
| -76% | -$9.47K | ﹤0.01% | 697 |
|
|
2021
Q3 | $13K | Sell |
790
-1,111
| -58% | -$18.3K | ﹤0.01% | 460 |
|
|
2021
Q2 | $35K | Buy |
1,901
+1,083
| +132% | +$19.9K | ﹤0.01% | 346 |
|
|
2021
Q1 | $14K | Buy |
818
+777
| +1,895% | +$13.3K | ﹤0.01% | 499 |
|
|
2020
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 650 |
|
|
2016
Q1 | – | Sell |
-11,191
| Closed | -$167K | – | 223 |
|
|
2015
Q4 | $167K | Sell |
11,191
-31,769
| -74% | -$474K | ﹤0.01% | 230 |
|
|
2015
Q3 | $1.19M | Buy |
42,960
+35,242
| +457% | +$975K | 0.01% | 142 |
|
|
2015
Q2 | $296K | Buy |
7,718
+1,832
| +31% | +$70.3K | ﹤0.01% | 204 |
|
|
2015
Q1 | $248K | Buy |
5,886
+1,030
| +21% | +$43.4K | ﹤0.01% | 214 |
|
|
2014
Q4 | $206K | Buy |
+4,856
| New | +$206K | ﹤0.01% | 228 |
|
|
2013
Q3 | – | Sell |
-130
| Closed | -$5K | – | 787 |
|
|
2013
Q2 | $5K | Buy |
+130
| New | +$5K | ﹤0.01% | 681 |
|