SGCA
Steel Grove Capital Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.81M | Buy |
95,556
+643
| +0.7% | +$18.9K | 0.33% | 33 |
|
|
2025
Q1 | $2.71M | Sell |
94,913
-15,543
| -14% | -$443K | 0.41% | 26 |
|
|
2024
Q4 | $3.03M | Sell |
110,456
-8,112
| -7% | -$222K | 0.42% | 25 |
|
|
2024
Q3 | $2.58M | Sell |
118,568
-4,124
| -3% | -$89.9K | 0.36% | 23 |
|
|
2024
Q2 | $2.44M | Sell |
122,692
-22,055
| -15% | -$438K | 0.34% | 28 |
|
|
2024
Q1 | $2.65M | Buy |
144,747
+3,765
| +3% | +$69.1K | 0.35% | 32 |
|
|
2023
Q4 | $2.49M | Sell |
140,982
-9,108
| -6% | -$161K | 0.34% | 36 |
|
|
2023
Q3 | $2.49M | Sell |
150,090
-6,247
| -4% | -$104K | 0.33% | 35 |
|
|
2023
Q2 | $2.69M | Sell |
156,337
-2,501
| -2% | -$43.1K | 0.34% | 39 |
|
|
2023
Q1 | $2.78M | Buy |
158,838
+3,683
| +2% | +$64.5K | 0.37% | 33 |
|
|
2022
Q4 | $2.81M | Buy |
155,155
+1,308
| +0.9% | +$23.6K | 0.4% | 33 |
|
|
2022
Q3 | $2.56M | Buy |
153,847
+8,656
| +6% | +$144K | 0.45% | 22 |
|
|
2022
Q2 | $2.43M | Buy |
145,191
+2,129
| +1% | +$35.7K | 0.45% | 22 |
|
|
2022
Q1 | $2.71M | Buy |
143,062
+67,891
| +90% | +$1.28M | 0.42% | 23 |
|
|
2021
Q4 | $1.19M | Sell |
75,171
-52,163
| -41% | -$827K | 0.24% | 55 |
|
|
2021
Q3 | $2.13M | Buy |
127,334
+99,687
| +361% | +$1.67M | 0.48% | 23 |
|
|
2021
Q2 | $504K | Sell |
27,647
-11,163
| -29% | -$204K | 0.14% | 90 |
|
|
2021
Q1 | $646K | Buy |
38,810
+2,360
| +6% | +$39.3K | 0.21% | 82 |
|
|
2020
Q4 | $498K | Buy |
36,450
+1,542
| +4% | +$21.1K | 0.16% | 87 |
|
|
2020
Q3 | $430K | Buy |
34,908
+1,478
| +4% | +$18.2K | 0.18% | 82 |
|
|
2020
Q2 | $507K | Buy |
+33,430
| New | +$507K | 0.23% | 77 |
|
|
2019
Q1 | – | Sell |
-33,209
| Closed | -$511K | – | 200 |
|
|
2018
Q4 | $511K | Sell |
33,209
-7,939
| -19% | -$122K | 0.07% | 194 |
|
|
2018
Q3 | $730K | Buy |
41,148
+27,684
| +206% | +$491K | 0.1% | 157 |
|
|
2018
Q2 | $238K | Hold |
13,464
| – | – | 0.04% | 274 |
|
|
2018
Q1 | $203K | Sell |
13,464
-800
| -6% | -$12.1K | 0.03% | 288 |
|
|
2017
Q4 | $258K | Sell |
14,264
-13,887
| -49% | -$251K | 0.04% | 254 |
|
|
2017
Q3 | $540K | Sell |
28,151
-1,747
| -6% | -$33.5K | 0.1% | 162 |
|
|
2017
Q2 | $573K | Buy |
29,898
+2,884
| +11% | +$55.3K | 0.1% | 158 |
|
|
2017
Q1 | $587K | Buy |
27,014
+11,719
| +77% | +$255K | 0.1% | 148 |
|
|
2016
Q4 | $317K | Sell |
15,295
-939
| -6% | -$19.5K | 0.06% | 194 |
|
|
2016
Q3 | $375K | Buy |
16,234
+2,737
| +20% | +$63.2K | 0.08% | 129 |
|
|
2016
Q2 | $253K | Sell |
13,497
-893
| -6% | -$16.7K | 0.06% | 150 |
|
|
2016
Q1 | $257K | Sell |
14,390
-5,334
| -27% | -$95.3K | 0.07% | 146 |
|
|
2015
Q4 | $294K | Sell |
19,724
-291,643
| -94% | -$4.35M | 0.07% | 151 |
|
|
2015
Q3 | $8.62M | Buy |
311,367
+5,946
| +2% | +$165K | 2.15% | 8 |
|
|
2015
Q2 | $11.7M | Buy |
305,421
+15,631
| +5% | +$600K | 2.61% | 6 |
|
|
2015
Q1 | $12.2M | Buy |
+289,790
| New | +$12.2M | 2.74% | 6 |
|