Montag & Associates’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 | $11.5K | Sell |
390
-2,270
| -85% | -$66.7K | ﹤0.01% | 731 |
|
|
2025
Q1 | $75.9K | Buy |
2,660
+1,854
| +230% | +$52.9K | ﹤0.01% | 539 |
|
|
2024
Q4 | $22.1K | Hold |
806
| – | – | ﹤0.01% | 701 |
|
|
2024
Q3 | $17.8K | Buy |
806
+390
| +94% | +$8.62K | ﹤0.01% | 742 |
|
|
2024
Q2 | $8.27K | Hold |
416
| – | – | ﹤0.01% | 786 |
|
|
2024
Q1 | $7.63K | Hold |
416
| – | – | ﹤0.01% | 780 |
|
|
2023
Q4 | $7.34K | Hold |
416
| – | – | ﹤0.01% | 793 |
|
|
2023
Q3 | $6.9K | Hold |
416
| – | – | ﹤0.01% | 777 |
|
|
2023
Q2 | $7.16K | Hold |
416
| – | – | ﹤0.01% | 785 |
|
|
2023
Q1 | $7.29K | Hold |
416
| – | – | ﹤0.01% | 774 |
|
|
2022
Q4 | $7.52K | Hold |
416
| – | – | ﹤0.01% | 774 |
|
|
2022
Q3 | $7K | Hold |
416
| – | – | ﹤0.01% | 763 |
|
|
2022
Q2 | $7K | Hold |
416
| – | – | ﹤0.01% | 724 |
|
|
2022
Q1 | $8K | Hold |
416
| – | – | ﹤0.01% | 741 |
|
|
2021
Q4 | $7K | Hold |
416
| – | – | ﹤0.01% | 754 |
|
|
2021
Q3 | $7K | Hold |
416
| – | – | ﹤0.01% | 751 |
|
|
2021
Q2 | $8K | Hold |
416
| – | – | ﹤0.01% | 743 |
|
|
2021
Q1 | $7K | Hold |
416
| – | – | ﹤0.01% | 753 |
|
|
2020
Q4 | $6K | Buy |
+416
| New | +$6K | ﹤0.01% | 737 |
|
|
2015
Q3 | – | Sell |
-9,958
| Closed | -$382K | – | 244 |
|
|
2015
Q2 | $382K | Hold |
9,958
| – | – | 0.06% | 194 |
|
|
2015
Q1 | $419K | Hold |
9,958
| – | – | 0.06% | 191 |
|
|
2014
Q4 | $421K | Buy |
+9,958
| New | +$421K | 0.06% | 186 |
|