Slocum, Gordon & Co’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 | – | Sell |
-5,250
| Closed | -$150K | – | 134 |
|
|
2025
Q1 | $150K | Hold |
5,250
| – | – | 0.11% | 60 |
|
|
2024
Q4 | $144K | Sell |
5,250
-100
| -2% | -$2.74K | 0.12% | 61 |
|
|
2024
Q3 | $118K | Hold |
5,350
| – | – | 0.05% | 70 |
|
|
2024
Q2 | $106K | Hold |
5,350
| – | – | 0.08% | 67 |
|
|
2024
Q1 | $98.1K | Hold |
5,350
| – | – | 0.07% | 71 |
|
|
2023
Q4 | $94.4K | Sell |
5,350
-100
| -2% | -$1.76K | 0.08% | 66 |
|
|
2023
Q3 | $90.4K | Hold |
5,450
| – | – | 0.08% | 70 |
|
|
2023
Q2 | $93.8K | Hold |
5,450
| – | – | 0.07% | 66 |
|
|
2023
Q1 | $95.4K | Sell |
5,450
-300
| -5% | -$5.25K | 0.08% | 65 |
|
|
2022
Q4 | $104K | Buy |
+5,750
| New | +$104K | 0.07% | 62 |
|