RIL
Rothschild Investment LLC’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.92M | Buy |
133,199
+1,701
| +1% | +$50K | 0.25% | 97 |
|
|
2025
Q1 | $3.75M | Sell |
131,498
-1,224
| -0.9% | -$34.9K | 0.25% | 94 |
|
|
2024
Q4 | $3.64M | Sell |
132,722
-1,855
| -1% | -$50.8K | 0.24% | 93 |
|
|
2024
Q3 | $2.97M | Buy |
134,577
+139
| +0.1% | +$3.07K | 0.19% | 110 |
|
|
2024
Q2 | $2.67M | Buy |
134,438
+5,448
| +4% | +$108K | 0.19% | 111 |
|
|
2024
Q1 | $2.37M | Sell |
128,990
-10,600
| -8% | -$194K | 0.17% | 119 |
|
|
2023
Q4 | $2.46M | Sell |
139,590
-10,160
| -7% | -$179K | 0.21% | 106 |
|
|
2023
Q3 | $2.48M | Buy |
149,750
+545
| +0.4% | +$9.04K | 0.21% | 113 |
|
|
2023
Q2 | $2.57M | Sell |
149,205
-2,700
| -2% | -$46.5K | 0.21% | 113 |
|
|
2023
Q1 | $2.66M | Buy |
151,905
+7,774
| +5% | +$136K | 0.23% | 104 |
|
|
2022
Q4 | $2.61M | Buy |
144,131
+21,300
| +17% | +$385K | 0.24% | 104 |
|
|
2022
Q3 | $2.04M | Buy |
122,831
+5,375
| +5% | +$89.4K | 0.2% | 122 |
|
|
2022
Q2 | $1.97M | Sell |
117,456
-2,750
| -2% | -$46.1K | 0.18% | 122 |
|
|
2022
Q1 | $2.27M | Buy |
120,206
+50,557
| +73% | +$956K | 0.18% | 124 |
|
|
2021
Q4 | $1.11M | Buy |
69,649
+9,348
| +16% | +$148K | 0.09% | 212 |
|
|
2021
Q3 | $1.01M | Sell |
60,301
-3,800
| -6% | -$63.6K | 0.08% | 218 |
|
|
2021
Q2 | $1.17M | Sell |
64,101
-367
| -0.6% | -$6.69K | 0.09% | 206 |
|
|
2021
Q1 | $1.07M | Buy |
64,468
+4,030
| +7% | +$67.1K | 0.09% | 210 |
|
|
2020
Q4 | $826K | Buy |
60,438
+4,162
| +7% | +$56.9K | 0.08% | 219 |
|
|
2020
Q3 | $694K | Buy |
56,276
+3,691
| +7% | +$45.5K | 0.08% | 217 |
|
|
2020
Q2 | $798K | Hold |
52,585
| – | – | 0.1% | 187 |
|
|
2020
Q1 | $732K | Sell |
52,585
-116
| -0.2% | -$1.62K | 0.1% | 199 |
|
|
2019
Q4 | $1.12M | Sell |
52,701
-15,500
| -23% | -$328K | 0.11% | 180 |
|
|
2019
Q3 | $1.41M | Buy |
68,201
+4,200
| +7% | +$86.6K | 0.16% | 138 |
|
|
2019
Q2 | $1.34M | Sell |
64,001
-3,426
| -5% | -$71.5K | 0.16% | 140 |
|
|
2019
Q1 | $1.35M | Sell |
67,427
-1,184
| -2% | -$23.7K | 0.16% | 141 |
|
|
2018
Q4 | $1.06M | Sell |
68,611
-1,933
| -3% | -$29.7K | 0.14% | 143 |
|
|
2018
Q3 | $1.25M | Sell |
70,544
-2,731
| -4% | -$48.4K | 0.15% | 146 |
|
|
2018
Q2 | $1.3M | Sell |
73,275
-3,200
| -4% | -$56.6K | 0.16% | 139 |
|
|
2018
Q1 | $1.15M | Buy |
76,475
+122
| +0.2% | +$1.84K | 0.15% | 150 |
|
|
2017
Q4 | $1.38M | Sell |
76,353
-7,316
| -9% | -$132K | 0.15% | 159 |
|
|
2017
Q3 | $1.61M | Sell |
83,669
-10,137
| -11% | -$194K | 0.18% | 135 |
|
|
2017
Q2 | $1.8M | Sell |
93,806
-169
| -0.2% | -$3.24K | 0.2% | 120 |
|
|
2017
Q1 | $2.04M | Sell |
93,975
-24,764
| -21% | -$538K | 0.24% | 108 |
|
|
2016
Q4 | $2.46M | Sell |
118,739
-19,992
| -14% | -$414K | 0.3% | 89 |
|
|
2016
Q3 | $3.21M | Sell |
138,731
-4,238
| -3% | -$98K | 0.39% | 72 |
|
|
2016
Q2 | $2.68M | Sell |
142,969
-8,531
| -6% | -$160K | 0.34% | 81 |
|
|
2016
Q1 | $2.71M | Sell |
151,500
-187,671
| -55% | -$3.35M | 0.35% | 75 |
|
|
2015
Q4 | $5.06M | Sell |
339,171
-11,161
| -3% | -$167K | 0.64% | 40 |
|
|
2015
Q3 | $9.7M | Buy |
350,332
+5,686
| +2% | +$157K | 1.28% | 8 |
|
|
2015
Q2 | $13.2M | Buy |
344,646
+3,958
| +1% | +$152K | 1.53% | 7 |
|
|
2015
Q1 | $14.3M | Buy |
340,688
+84
| +0% | +$3.53K | 1.68% | 5 |
|
|
2014
Q4 | $14.4M | Buy |
340,604
+140,471
| +70% | +$5.94M | 1.72% | 5 |
|
|
2014
Q3 | $7.67M | Buy |
200,133
+12,840
| +7% | +$492K | 0.93% | 21 |
|
|
2014
Q2 | $6.79M | Buy |
187,293
+39,322
| +27% | +$1.43M | 0.87% | 28 |
|
|
2014
Q1 | $4.81M | Buy |
147,971
+59,475
| +67% | +$1.93M | 0.65% | 45 |
|
|
2013
Q4 | $3.19M | Buy |
88,496
+1,332
| +2% | +$48K | 0.43% | 60 |
|
|
2013
Q3 | $3.1M | Buy |
87,164
+23,266
| +36% | +$827K | 0.46% | 61 |
|
|
2013
Q2 | $2.44M | Buy |
+63,898
| New | +$2.44M | 0.4% | 67 |
|