SKK
Shepherd Kaplan Krochuk’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Sell |
68,985
-96
| -0.1% | -$2.82K | 1.76% | 23 |
|
|
2025
Q1 | $1.97M | Buy |
69,081
+152
| +0.2% | +$4.34K | 1.69% | 24 |
|
|
2024
Q4 | $1.89M | Sell |
68,929
-5,945
| -8% | -$163K | 1.58% | 25 |
|
|
2024
Q3 | $1.65M | Sell |
74,874
-3,548
| -5% | -$78.4K | 1.25% | 26 |
|
|
2024
Q2 | $1.56M | Sell |
78,422
-3,201
| -4% | -$63.6K | 1.23% | 26 |
|
|
2024
Q1 | $1.5M | Buy |
81,623
+1,450
| +2% | +$26.6K | 1.19% | 24 |
|
|
2023
Q4 | $1.41M | Sell |
80,173
-2,962
| -4% | -$52.3K | 1.15% | 27 |
|
|
2023
Q3 | $1.38M | Sell |
83,135
-2,468
| -3% | -$40.9K | 1.2% | 24 |
|
|
2023
Q2 | $1.47M | Buy |
85,603
+135
| +0.2% | +$2.33K | 1.17% | 23 |
|
|
2023
Q1 | $1.5M | Sell |
85,468
-334
| -0.4% | -$5.85K | 1.32% | 24 |
|
|
2022
Q4 | $1.55M | Sell |
85,802
-4,886
| -5% | -$88.3K | 0.92% | 29 |
|
|
2022
Q3 | $1.51M | Buy |
90,688
+51,986
| +134% | +$865K | 0.76% | 32 |
|
|
2022
Q2 | $649K | Buy |
38,702
+600
| +2% | +$10.1K | 0.28% | 63 |
|
|
2022
Q1 | $721K | Buy |
38,102
+900
| +2% | +$17K | 0.27% | 61 |
|
|
2021
Q4 | $590K | Buy |
37,202
+1,500
| +4% | +$23.8K | 0.21% | 85 |
|
|
2021
Q3 | $597K | Sell |
35,702
-200
| -0.6% | -$3.34K | 0.22% | 80 |
|
|
2021
Q2 | $654K | Hold |
35,902
| – | – | 0.23% | 63 |
|
|
2021
Q1 | $598K | Sell |
35,902
-2,300
| -6% | -$38.3K | 0.23% | 70 |
|
|
2020
Q4 | $522K | Buy |
38,202
+9,276
| +32% | +$127K | 0.19% | 86 |
|
|
2020
Q3 | $357K | Buy |
28,926
+3,600
| +14% | +$44.4K | 0.15% | 101 |
|
|
2020
Q2 | $384K | Buy |
25,326
+14,551
| +135% | +$221K | 0.17% | 100 |
|
|
2020
Q1 | $150K | Buy |
+10,775
| New | +$150K | 0.24% | 102 |
|
|
2019
Q2 | – | Sell |
-15,395
| Closed | -$308K | – | 166 |
|
|
2019
Q1 | $308K | Hold |
15,395
| – | – | 0.19% | 110 |
|
|
2018
Q4 | $237K | Hold |
15,395
| – | – | 0.16% | 124 |
|
|
2018
Q3 | $273K | Hold |
15,395
| – | – | 0.14% | 148 |
|
|
2018
Q2 | $272K | Hold |
15,395
| – | – | 0.17% | 147 |
|
|
2018
Q1 | $232K | Sell |
15,395
-490
| -3% | -$7.38K | 0.14% | 165 |
|
|
2017
Q4 | $287K | Buy |
+15,885
| New | +$287K | 0.18% | 145 |
|