Sargent Investment Group’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 | $2.95M | Buy |
110,142
+15,004
| +16% | +$401K | 0.4% | 51 |
|
|
2025
Q1 | $2.71M | Buy |
95,138
+5,148
| +6% | +$147K | 0.43% | 49 |
|
|
2024
Q4 | $2.57M | Buy |
89,990
+2,651
| +3% | +$75.6K | 0.42% | 50 |
|
|
2024
Q3 | $1.93M | Buy |
87,339
+2,245
| +3% | +$49.6K | 0.35% | 59 |
|
|
2024
Q2 | $1.69M | Buy |
85,094
+15,660
| +23% | +$311K | 0.34% | 64 |
|
|
2024
Q1 | $1.27M | Sell |
69,434
-13,970
| -17% | -$256K | 0.28% | 69 |
|
|
2023
Q4 | $1.47M | Buy |
83,404
+3,353
| +4% | +$59.1K | 0.32% | 63 |
|
|
2023
Q3 | $1.33M | Buy |
80,051
+6,165
| +8% | +$102K | 0.32% | 62 |
|
|
2023
Q2 | $1.27M | Buy |
73,886
+7,685
| +12% | +$132K | 0.31% | 66 |
|
|
2023
Q1 | $1.17M | Buy |
66,201
+4,135
| +7% | +$73K | 0.31% | 72 |
|
|
2022
Q4 | $1.12M | Buy |
62,066
+4,360
| +8% | +$78.8K | 0.35% | 73 |
|
|
2022
Q3 | $1M | Buy |
57,706
+7,610
| +15% | +$132K | 0.31% | 69 |
|
|
2022
Q2 | $840K | Buy |
50,096
+2,916
| +6% | +$48.9K | 0.26% | 75 |
|
|
2022
Q1 | $892K | Buy |
47,180
+4,645
| +11% | +$87.8K | 0.22% | 82 |
|
|
2021
Q4 | $675K | Buy |
42,535
+9,944
| +31% | +$158K | 0.15% | 100 |
|
|
2021
Q3 | $545K | Buy |
32,591
+3,625
| +13% | +$60.6K | 0.13% | 110 |
|
|
2021
Q2 | $528K | Hold |
28,966
| – | – | 0.13% | 116 |
|
|
2021
Q1 | $482K | Buy |
28,966
+6,415
| +28% | +$107K | 0.13% | 119 |
|
|
2020
Q4 | $308K | Buy |
22,551
+11,335
| +101% | +$155K | 0.1% | 138 |
|
|
2020
Q3 | $138K | Buy |
+11,216
| New | +$138K | 0.05% | 156 |
|
|
2019
Q3 | – | Sell |
-34,818
| Closed | -$727K | – | 149 |
|
|
2019
Q2 | $727K | Hold |
34,818
| – | – | 0.33% | 67 |
|
|
2019
Q1 | $697K | Hold |
34,818
| – | – | 0.34% | 65 |
|
|
2018
Q4 | $536K | Buy |
+34,818
| New | +$536K | 0.33% | 62 |
|