Karpas Strategies’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 | $2.35M | Sell |
118,054
-875
| -0.7% | -$17.4K | 0.74% | 36 |
|
|
2024
Q1 | $2.18M | Sell |
118,929
-761
| -0.6% | -$14K | 0.68% | 40 |
|
|
2023
Q4 | $2.11M | Sell |
119,690
-2,426
| -2% | -$42.8K | 0.7% | 39 |
|
|
2023
Q3 | $2.02M | Sell |
122,116
-1,368
| -1% | -$22.7K | 0.74% | 37 |
|
|
2023
Q2 | $2.13M | Buy |
123,484
+137
| +0.1% | +$2.36K | 0.72% | 36 |
|
|
2023
Q1 | $2.16M | Sell |
123,347
-1,879
| -2% | -$32.9K | 0.76% | 37 |
|
|
2022
Q4 | $2.26M | Buy |
125,226
+116
| +0.1% | +$2.1K | 0.8% | 38 |
|
|
2022
Q3 | $2.08M | Buy |
125,110
+113
| +0.1% | +$1.88K | 0.79% | 37 |
|
|
2022
Q2 | $2.1M | Sell |
124,997
-1,394
| -1% | -$23.4K | 0.73% | 38 |
|
|
2022
Q1 | $2.39M | Buy |
126,391
+966
| +0.8% | +$18.3K | 0.75% | 38 |
|
|
2021
Q4 | $1.99M | Sell |
125,425
-22,300
| -15% | -$354K | 0.64% | 36 |
|
|
2021
Q3 | $2.51M | Hold |
147,725
| – | – | 0.83% | 33 |
|
|
2021
Q2 | $2.69M | Sell |
147,725
-9,525
| -6% | -$174K | 0.96% | 28 |
|
|
2021
Q1 | $2.62M | Sell |
157,250
-8,450
| -5% | -$141K | 0.99% | 28 |
|
|
2020
Q4 | $2.27M | Sell |
165,700
-1,985
| -1% | -$27.1K | 0.89% | 32 |
|
|
2020
Q3 | $2.07M | Buy |
167,685
+6,000
| +4% | +$74K | 0.95% | 26 |
|
|
2020
Q2 | $2.45M | Hold |
161,685
| – | – | 1.18% | 22 |
|
|
2020
Q1 | $2.25M | Buy |
161,685
+4,900
| +3% | +$68.2K | 1.22% | 22 |
|
|
2019
Q4 | $3.32M | Buy |
156,785
+17,856
| +13% | +$378K | 1.25% | 25 |
|
|
2019
Q3 | $2.86M | Sell |
138,929
-1,150
| -0.8% | -$23.7K | 1.16% | 25 |
|
|
2019
Q2 | $2.93M | Buy |
140,079
+1,000
| +0.7% | +$20.9K | 1.21% | 24 |
|
|
2019
Q1 | $2.78M | Buy |
139,079
+3,600
| +3% | +$72K | 1.17% | 26 |
|
|
2018
Q4 | $2.08M | Buy |
135,479
+5,000
| +4% | +$76.9K | 0.97% | 31 |
|
|
2018
Q3 | $2.31M | Hold |
130,479
| – | – | 0.96% | 30 |
|
|
2018
Q2 | $2.31M | Sell |
130,479
-3,862
| -3% | -$68.3K | 1% | 30 |
|
|
2018
Q1 | $2.02M | Buy |
134,341
+83,904
| +166% | +$1.26M | 0.88% | 33 |
|
|
2017
Q4 | $911K | Sell |
50,437
-54,278
| -52% | -$980K | 0.39% | 54 |
|
|
2017
Q3 | $2.01M | Hold |
104,715
| – | – | 0.88% | 33 |
|
|
2017
Q2 | $2.01M | Buy |
104,715
+4,000
| +4% | +$76.6K | 0.9% | 32 |
|
|
2017
Q1 | $2.19M | Buy |
100,715
+550
| +0.5% | +$12K | 1% | 32 |
|
|
2016
Q4 | $2.07M | Sell |
100,165
-11,755
| -11% | -$243K | 0.98% | 32 |
|
|
2016
Q3 | $2.59M | Sell |
111,920
-1,250
| -1% | -$28.9K | 1.27% | 24 |
|
|
2016
Q2 | $2.12M | Buy |
113,170
+200
| +0.2% | +$3.75K | 1.06% | 31 |
|
|
2016
Q1 | $2.02M | Buy |
112,970
+2,900
| +3% | +$51.8K | 1.05% | 31 |
|
|
2015
Q4 | $1.64M | Buy |
110,070
+15,097
| +16% | +$225K | 0.87% | 34 |
|
|
2015
Q3 | $2.63M | Sell |
94,973
-130
| -0.1% | -$3.6K | 1.45% | 21 |
|
|
2015
Q2 | $3.65M | Buy |
95,103
+5,457
| +6% | +$209K | 1.82% | 18 |
|
|
2015
Q1 | $3.77M | Sell |
89,646
-1,358
| -1% | -$57.1K | 1.83% | 18 |
|
|
2014
Q4 | $3.85M | Buy |
+91,004
| New | +$3.85M | 1.85% | 16 |
|