RCYC
Richard C. Young & Co’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.6M | Buy |
734,004
+3,142
| +0.4% | +$92.4K | 2.13% | 12 |
|
|
2025
Q1 | $20.9M | Sell |
730,862
-2,905
| -0.4% | -$82.9K | 2.24% | 10 |
|
|
2024
Q4 | $20.1M | Buy |
733,767
+1,862
| +0.3% | +$51K | 2.19% | 9 |
|
|
2024
Q3 | $16.2M | Buy |
731,905
+11,161
| +2% | +$247K | 1.77% | 23 |
|
|
2024
Q2 | $14.3M | Buy |
720,744
+19,352
| +3% | +$385K | 1.74% | 26 |
|
|
2024
Q1 | $12.9M | Sell |
701,392
-3,468
| -0.5% | -$63.6K | 1.62% | 29 |
|
|
2023
Q4 | $12.4M | Buy |
704,860
+26,654
| +4% | +$470K | 1.67% | 29 |
|
|
2023
Q3 | $11.2M | Buy |
678,206
+10,598
| +2% | +$176K | 1.6% | 30 |
|
|
2023
Q2 | $11.5M | Buy |
667,608
+23,338
| +4% | +$402K | 1.58% | 34 |
|
|
2023
Q1 | $11.3M | Buy |
644,270
+5,186
| +0.8% | +$90.8K | 1.55% | 33 |
|
|
2022
Q4 | $11.6M | Buy |
639,084
+10,134
| +2% | +$183K | 1.54% | 28 |
|
|
2022
Q3 | $10.5M | Buy |
628,950
+11,528
| +2% | +$192K | 1.6% | 28 |
|
|
2022
Q2 | $10.3M | Buy |
617,422
+17,279
| +3% | +$290K | 1.34% | 34 |
|
|
2022
Q1 | $11.3M | Buy |
600,143
+19,558
| +3% | +$370K | 1.45% | 29 |
|
|
2021
Q4 | $9.21M | Buy |
580,585
+21,681
| +4% | +$344K | 1.16% | 39 |
|
|
2021
Q3 | $9.35M | Buy |
558,904
+15,325
| +3% | +$256K | 1.28% | 35 |
|
|
2021
Q2 | $9.91M | Buy |
543,579
+27,927
| +5% | +$509K | 1.26% | 37 |
|
|
2021
Q1 | $8.59M | Buy |
515,652
+46,746
| +10% | +$778K | 1.14% | 38 |
|
|
2020
Q4 | $6.41M | Buy |
468,906
+37,922
| +9% | +$518K | 0.98% | 44 |
|
|
2020
Q3 | $5.31M | Buy |
430,984
+37,543
| +10% | +$463K | 0.86% | 48 |
|
|
2020
Q2 | $5.97M | Buy |
393,441
+7,406
| +2% | +$112K | 0.99% | 40 |
|
|
2020
Q1 | $5.37M | Buy |
+386,035
| New | +$5.37M | 1.04% | 42 |
|
|
2018
Q3 | – | Sell |
-61,689
| Closed | -$1.09M | – | 62 |
|
|
2018
Q2 | $1.09M | Sell |
61,689
-3,847
| -6% | -$68K | 0.22% | 56 |
|
|
2018
Q1 | $987K | Sell |
65,536
-328
| -0.5% | -$4.94K | 0.2% | 56 |
|
|
2017
Q4 | $1.19M | Sell |
65,864
-32,823
| -33% | -$593K | 0.22% | 56 |
|
|
2017
Q3 | $1.89M | Sell |
98,687
-6,578
| -6% | -$126K | 0.36% | 52 |
|
|
2017
Q2 | $2.02M | Sell |
105,265
-3,752
| -3% | -$71.9K | 0.4% | 51 |
|
|
2017
Q1 | $2.37M | Sell |
109,017
-2,070
| -2% | -$45K | 0.47% | 52 |
|
|
2016
Q4 | $2.3M | Sell |
111,087
-4,315
| -4% | -$89.4K | 0.48% | 50 |
|
|
2016
Q3 | $2.67M | Sell |
115,402
-751
| -0.6% | -$17.4K | 0.58% | 48 |
|
|
2016
Q2 | $2.17M | Sell |
116,153
-844
| -0.7% | -$15.8K | 0.48% | 47 |
|
|
2016
Q1 | $2.09M | Buy |
116,997
+1,337
| +1% | +$23.9K | 0.47% | 51 |
|
|
2015
Q4 | $1.73M | Sell |
115,660
-48,570
| -30% | -$725K | 0.39% | 56 |
|
|
2015
Q3 | $4.55M | Buy |
164,230
+14,480
| +10% | +$401K | 1.12% | 40 |
|
|
2015
Q2 | $5.75M | Buy |
149,750
+1,674
| +1% | +$64.3K | 1.3% | 33 |
|
|
2015
Q1 | $6.23M | Buy |
148,076
+97,462
| +193% | +$4.1M | 1.36% | 34 |
|
|
2014
Q4 | $2.14M | Buy |
+50,614
| New | +$2.14M | 0.45% | 58 |
|