Kovitz Investment Group Partners’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 | $10.8M | Sell |
367,733
-14,634
| -4% | -$430K | 0.05% | 296 |
|
|
2025
Q1 | $10.9M | Sell |
382,367
-8,872
| -2% | -$253K | 0.05% | 254 |
|
|
2024
Q4 | $10.7M | Buy |
391,239
+57,798
| +17% | +$1.58M | 0.05% | 251 |
|
|
2024
Q3 | $6.75M | Buy |
333,441
+319,667
| +2,321% | +$6.47M | 0.05% | 293 |
|
|
2024
Q2 | $274K | Buy |
+13,774
| New | +$274K | ﹤0.01% | 744 |
|
|
2022
Q2 | – | Sell |
-17,864
| Closed | -$338K | – | 411 |
|
|
2022
Q1 | $338K | Buy |
+17,864
| New | +$338K | 0.01% | 364 |
|
|
2021
Q4 | – | Sell |
-15,654
| Closed | -$262K | – | 427 |
|
|
2021
Q3 | $262K | Sell |
15,654
-33,180
| -68% | -$555K | 0.01% | 388 |
|
|
2021
Q2 | $890K | Buy |
48,834
+3,605
| +8% | +$65.7K | 0.02% | 305 |
|
|
2021
Q1 | $753K | Buy |
+45,229
| New | +$753K | 0.02% | 305 |
|
|
2019
Q4 | – | Sell |
-29,402
| Closed | -$606K | – | 371 |
|
|
2019
Q3 | $606K | Sell |
29,402
-190
| -0.6% | -$3.92K | 0.02% | 308 |
|
|
2019
Q2 | $618K | Buy |
29,592
+8,917
| +43% | +$186K | 0.02% | 300 |
|
|
2019
Q1 | $414K | Buy |
+20,675
| New | +$414K | 0.01% | 319 |
|