LA
Legacy Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-8,284
| Closed | -$227K | – | 451 |
|
|
2024
Q4 | $227K | Sell |
8,284
-1,369
| -14% | -$37.5K | 0.02% | 363 |
|
|
2024
Q3 | $213K | Buy |
+9,653
| New | +$213K | 0.02% | 356 |
|
|
2022
Q2 | – | Sell |
-15,987
| Closed | -$302K | – | 228 |
|
|
2022
Q1 | $302K | Buy |
15,987
+926
| +6% | +$17.5K | 0.06% | 166 |
|
|
2021
Q4 | $239K | Hold |
15,061
| – | – | 0.09% | 115 |
|
|
2021
Q3 | $252K | Hold |
15,061
| – | – | 0.1% | 102 |
|
|
2021
Q2 | $275K | Hold |
15,061
| – | – | 0.11% | 96 |
|
|
2021
Q1 | $251K | Hold |
15,061
| – | – | 0.11% | 101 |
|
|
2020
Q4 | $206K | Hold |
15,061
| – | – | 0.12% | 108 |
|
|
2020
Q3 | $186K | Hold |
15,061
| – | – | 0.12% | 104 |
|
|
2020
Q2 | $228K | Sell |
15,061
-7,220
| -32% | -$109K | 0.18% | 88 |
|
|
2020
Q1 | $310K | Buy |
22,281
+7,220
| +48% | +$100K | 0.31% | 67 |
|
|
2019
Q4 | $319K | Sell |
15,061
-250
| -2% | -$5.3K | 0.2% | 100 |
|
|
2019
Q3 | $316K | Hold |
15,311
| – | – | 0.24% | 83 |
|
|
2019
Q2 | $320K | Sell |
15,311
-15,311
| -50% | -$320K | 0.22% | 85 |
|
|
2019
Q1 | $612K | Buy |
30,622
+15,311
| +100% | +$306K | 0.2% | 91 |
|
|
2018
Q4 | $235K | Buy |
15,311
+13,061
| +580% | +$200K | 0.18% | 104 |
|
|
2018
Q3 | $40K | Sell |
2,250
-1
| -0% | -$18 | 0.02% | 252 |
|
|
2018
Q2 | $40K | Buy |
2,251
+2,000
| +797% | +$35.5K | 0.03% | 204 |
|
|
2018
Q1 | $4K | Buy |
+251
| New | +$4K | ﹤0.01% | 315 |
|