LGA
Lebenthal Global Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $700K | Buy |
23,808
+1,939
| +9% | +$57K | 0.13% | 111 |
|
|
2025
Q1 | $624K | Sell |
21,869
-40
| -0.2% | -$1.14K | 0.12% | 117 |
|
|
2024
Q4 | $600K | Sell |
21,909
-3,582
| -14% | -$98.1K | 0.11% | 123 |
|
|
2024
Q3 | $563K | Sell |
25,491
-11,890
| -32% | -$263K | 0.11% | 115 |
|
|
2024
Q2 | $743K | Sell |
37,381
-5,041
| -12% | -$100K | 0.16% | 87 |
|
|
2024
Q1 | $778K | Hold |
42,422
| – | – | 0.17% | 79 |
|
|
2023
Q4 | $748K | Sell |
42,422
-98
| -0.2% | -$1.73K | 0.17% | 70 |
|
|
2023
Q3 | $705K | Buy |
42,520
+972
| +2% | +$16.1K | 0.21% | 56 |
|
|
2023
Q2 | $715K | Sell |
41,548
-2,598
| -6% | -$44.7K | 0.21% | 51 |
|
|
2023
Q1 | $773K | Buy |
44,146
+9,729
| +28% | +$170K | 0.24% | 36 |
|
|
2022
Q4 | $622K | Buy |
34,417
+709
| +2% | +$12.8K | 0.21% | 54 |
|
|
2022
Q3 | $560K | Sell |
33,708
-250
| -0.7% | -$4.15K | 0.26% | 49 |
|
|
2022
Q2 | $569K | Sell |
33,958
-14,960
| -31% | -$251K | 0.28% | 58 |
|
|
2022
Q1 | $925K | Buy |
48,918
+7,001
| +17% | +$132K | 0.39% | 32 |
|
|
2021
Q4 | $664K | Sell |
41,917
-1,435
| -3% | -$22.7K | 0.27% | 54 |
|
|
2021
Q3 | $725K | Buy |
43,352
+13,941
| +47% | +$233K | 0.46% | 37 |
|
|
2021
Q2 | $536K | Buy |
29,411
+4,457
| +18% | +$81.2K | 0.29% | 65 |
|
|
2021
Q1 | $415K | Hold |
24,954
| – | – | 0.26% | 66 |
|
|
2020
Q4 | $341K | Buy |
+24,954
| New | +$341K | 0.24% | 55 |
|