OPTFSNA
Old Point Trust & Financial Services N A’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.72M | Sell |
194,610
-3,100
| -2% | -$91.1K | 2% | 18 |
|
|
2025
Q1 | $5.64M | Sell |
197,710
-5,600
| -3% | -$160K | 1.98% | 18 |
|
|
2024
Q4 | $5.57M | Sell |
203,310
-6,565
| -3% | -$180K | 1.96% | 18 |
|
|
2024
Q3 | $4.64M | Sell |
209,875
-4,650
| -2% | -$103K | 1.67% | 23 |
|
|
2024
Q2 | $4.26M | Sell |
214,525
-33,520
| -14% | -$666K | 1.65% | 20 |
|
|
2024
Q1 | $4.55M | Buy |
248,045
+7,000
| +3% | +$128K | 1.65% | 22 |
|
|
2023
Q4 | $4.25M | Sell |
241,045
-7,400
| -3% | -$131K | 1.71% | 22 |
|
|
2023
Q3 | $4.12M | Sell |
248,445
-3,800
| -2% | -$63K | 1.86% | 21 |
|
|
2023
Q2 | $4.34M | Buy |
252,245
+450
| +0.2% | +$7.75K | 1.81% | 22 |
|
|
2023
Q1 | $4.41M | Buy |
251,795
+10,000
| +4% | +$175K | 1.93% | 22 |
|
|
2022
Q4 | $4.37M | Buy |
241,795
+3,000
| +1% | +$54.2K | 2.02% | 19 |
|
|
2022
Q3 | $3.97M | Buy |
238,795
+2,805
| +1% | +$46.7K | 2% | 20 |
|
|
2022
Q2 | $3.96M | Sell |
235,990
-5,904
| -2% | -$98.9K | 1.83% | 23 |
|
|
2022
Q1 | $4.57M | Buy |
241,894
+7,270
| +3% | +$137K | 1.87% | 23 |
|
|
2021
Q4 | $3.72M | Buy |
234,624
+4,024
| +2% | +$63.8K | 1.5% | 24 |
|
|
2021
Q3 | $3.86M | Sell |
230,600
-200
| -0.1% | -$3.35K | 1.72% | 22 |
|
|
2021
Q2 | $4.21M | Buy |
230,800
+4,700
| +2% | +$85.7K | 1.86% | 23 |
|
|
2021
Q1 | $3.77M | Buy |
226,100
+8,100
| +4% | +$135K | 1.75% | 24 |
|
|
2020
Q4 | $2.98M | Buy |
218,000
+2,150
| +1% | +$29.4K | 1.53% | 27 |
|
|
2020
Q3 | $2.66M | Sell |
215,850
-1,548
| -0.7% | -$19.1K | 1.46% | 27 |
|
|
2020
Q2 | $3.3M | Buy |
217,398
+10,848
| +5% | +$165K | 1.81% | 22 |
|
|
2020
Q1 | $2.88M | Buy |
206,550
+3,300
| +2% | +$45.9K | 1.81% | 22 |
|
|
2019
Q4 | $4.3M | Buy |
203,250
+2,000
| +1% | +$42.3K | 1.98% | 20 |
|
|
2019
Q3 | $4.15M | Buy |
201,250
+4,800
| +2% | +$98.9K | 2.02% | 20 |
|
|
2019
Q2 | $4.1M | Buy |
196,450
+1,700
| +0.9% | +$35.5K | 2.09% | 21 |
|
|
2019
Q1 | $3.9M | Buy |
194,750
+3,700
| +2% | +$74K | 2.03% | 21 |
|
|
2018
Q4 | $2.94M | Buy |
191,050
+8,400
| +5% | +$129K | 1.73% | 24 |
|
|
2018
Q3 | $3.24M | Buy |
182,650
+11,900
| +7% | +$211K | 1.67% | 25 |
|
|
2018
Q2 | $3.02M | Buy |
170,750
+8,300
| +5% | +$147K | 1.65% | 26 |
|
|
2018
Q1 | $2.45M | Buy |
162,450
+8,200
| +5% | +$123K | 1.38% | 30 |
|
|
2017
Q4 | $2.79M | Buy |
154,250
+20,600
| +15% | +$372K | 1.51% | 26 |
|
|
2017
Q3 | $2.56M | Buy |
133,650
+31,550
| +31% | +$605K | 1.44% | 26 |
|
|
2017
Q2 | $1.96M | Buy |
102,100
+78,300
| +329% | +$1.5M | 1.14% | 34 |
|
|
2017
Q1 | $517K | Buy |
+23,800
| New | +$517K | 0.3% | 54 |
|