PCFFS
Pacific Center for Financial Services’s Kinder Morgan KMI Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $845K | Buy |
28,738
+163
| +0.6% | +$4.79K | 0.23% | 39 |
|
2025
Q1 | $815K | Buy |
28,575
+12,190
| +74% | +$348K | 0.22% | 40 |
|
2024
Q4 | $449K | Buy |
16,385
+41
| +0.3% | +$1.12K | 0.12% | 50 |
|
2024
Q3 | $361K | Sell |
16,344
-4,761
| -23% | -$105K | 0.1% | 57 |
|
2024
Q2 | $419K | Buy |
21,105
+3,793
| +22% | +$75.4K | 0.12% | 51 |
|
2024
Q1 | $317K | Hold |
17,312
| – | – | 0.09% | 63 |
|
2023
Q4 | $305K | Hold |
17,312
| – | – | 0.1% | 60 |
|
2023
Q3 | $287K | Hold |
17,312
| – | – | 0.1% | 62 |
|
2023
Q2 | $298K | Hold |
17,312
| – | – | 0.1% | 65 |
|
2023
Q1 | $303K | Buy |
+17,312
| New | +$303K | 0.1% | 61 |
|
2022
Q3 | $288K | Hold |
17,312
| – | – | 0.11% | 61 |
|
2022
Q2 | $290K | Hold |
17,312
| – | – | 0.12% | 61 |
|
2022
Q1 | $327K | Hold |
17,312
| – | – | 0.12% | 56 |
|
2021
Q4 | $275K | Sell |
17,312
-95
| -0.5% | -$1.51K | 0.11% | 65 |
|
2021
Q3 | $291K | Buy |
17,407
+256
| +1% | +$4.28K | 0.13% | 59 |
|
2021
Q2 | $313K | Buy |
17,151
+227
| +1% | +$4.14K | 0.14% | 55 |
|
2021
Q1 | $282K | Buy |
16,924
+271
| +2% | +$4.52K | 0.13% | 55 |
|
2020
Q4 | $228K | Buy |
16,653
+292
| +2% | +$4K | 0.08% | 56 |
|
2020
Q3 | $202K | Buy |
16,361
+2,023
| +14% | +$25K | 0.08% | 56 |
|
2020
Q2 | $218K | Buy |
14,338
+3,834
| +37% | +$58.3K | 0.11% | 49 |
|
2020
Q1 | $146K | Buy |
10,504
+6,316
| +151% | +$87.8K | 0.09% | 60 |
|
2019
Q4 | $89K | Buy |
4,188
+340
| +9% | +$7.23K | 0.04% | 92 |
|
2019
Q3 | $79K | Buy |
3,848
+626
| +19% | +$12.9K | 0.04% | 96 |
|
2019
Q2 | $67K | Buy |
3,222
+2,206
| +217% | +$45.9K | 0.03% | 101 |
|
2019
Q1 | $20K | Sell |
1,016
-998
| -50% | -$19.6K | 0.01% | 158 |
|
2018
Q4 | $31K | Sell |
2,014
-206
| -9% | -$3.17K | 0.02% | 132 |
|
2018
Q3 | $39K | Buy |
2,220
+496
| +29% | +$8.71K | 0.02% | 130 |
|
2018
Q2 | $30K | Hold |
1,724
| – | – | 0.02% | 129 |
|
2018
Q1 | $26K | Hold |
1,724
| – | – | 0.02% | 138 |
|
2017
Q4 | $31K | Hold |
1,724
| – | – | 0.02% | 127 |
|
2017
Q3 | $33K | Buy |
1,724
+362
| +27% | +$6.93K | 0.02% | 118 |
|
2017
Q2 | $26K | Hold |
1,362
| – | – | 0.02% | 131 |
|
2017
Q1 | $30K | Sell |
1,362
-811
| -37% | -$17.9K | 0.02% | 117 |
|
2016
Q4 | $45K | Buy |
+2,173
| New | +$45K | 0.03% | 100 |
|