SGK
Steigerwald Gordon & Koch’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Buy |
670,755
+5,000
| +0.8% | +$147K | 2.08% | 20 |
|
|
2025
Q1 | $19M | Sell |
665,755
-4,094
| -0.6% | -$117K | 2.12% | 23 |
|
|
2024
Q4 | $18.4M | Buy |
669,849
+13,406
| +2% | +$367K | 2.07% | 21 |
|
|
2024
Q3 | $14.5M | Buy |
656,443
+38,107
| +6% | +$842K | 1.58% | 33 |
|
|
2024
Q2 | $12.3M | Buy |
618,336
+23,421
| +4% | +$465K | 1.49% | 34 |
|
|
2024
Q1 | $10.9M | Buy |
594,915
+5,537
| +0.9% | +$102K | 1.36% | 36 |
|
|
2023
Q4 | $10.4M | Buy |
589,378
+11,194
| +2% | +$197K | 1.41% | 35 |
|
|
2023
Q3 | $9.59M | Buy |
578,184
+17,163
| +3% | +$285K | 1.46% | 37 |
|
|
2023
Q2 | $9.66M | Buy |
561,021
+21,038
| +4% | +$362K | 1.42% | 36 |
|
|
2023
Q1 | $9.46M | Buy |
539,983
+37,029
| +7% | +$648K | 1.41% | 37 |
|
|
2022
Q4 | $9.09M | Buy |
502,954
+26,684
| +6% | +$482K | 1.45% | 36 |
|
|
2022
Q3 | $7.93M | Buy |
476,270
+22,506
| +5% | +$374K | 1.45% | 36 |
|
|
2022
Q2 | $7.61M | Buy |
453,764
+9,838
| +2% | +$165K | 1.33% | 37 |
|
|
2022
Q1 | $8.4M | Buy |
443,926
+28,024
| +7% | +$530K | 1.28% | 35 |
|
|
2021
Q4 | $6.6M | Buy |
415,902
+32,872
| +9% | +$521K | 0.99% | 41 |
|
|
2021
Q3 | $6.41M | Buy |
383,030
+92,272
| +32% | +$1.54M | 1.05% | 39 |
|
|
2021
Q2 | $5.3M | Buy |
290,758
+132,778
| +84% | +$2.42M | 0.88% | 42 |
|
|
2021
Q1 | $2.63M | Buy |
157,980
+9,554
| +6% | +$159K | 0.49% | 46 |
|
|
2020
Q4 | $2.03M | Sell |
148,426
-2,414
| -2% | -$33K | 0.41% | 46 |
|
|
2020
Q3 | $1.86M | Buy |
150,840
+1,456
| +1% | +$18K | 0.44% | 45 |
|
|
2020
Q2 | $2.27M | Buy |
149,384
+2,685
| +2% | +$40.7K | 0.6% | 47 |
|
|
2020
Q1 | $2.04M | Sell |
146,699
-5,085
| -3% | -$70.8K | 0.69% | 38 |
|
|
2019
Q4 | $3.21M | Buy |
151,784
+8,206
| +6% | +$174K | 0.75% | 41 |
|
|
2019
Q3 | $2.96M | Buy |
143,578
+5,319
| +4% | +$110K | 0.75% | 41 |
|
|
2019
Q2 | $2.89M | Buy |
138,259
+7,206
| +5% | +$150K | 0.75% | 41 |
|
|
2019
Q1 | $2.62M | Buy |
131,053
+12,146
| +10% | +$243K | 0.69% | 40 |
|
|
2018
Q4 | $1.83M | Sell |
118,907
-111,199
| -48% | -$1.71M | 0.54% | 41 |
|
|
2018
Q3 | $4.08M | Buy |
230,106
+1,794
| +0.8% | +$31.8K | 1.02% | 39 |
|
|
2018
Q2 | $4.03M | Sell |
228,312
-8,783
| -4% | -$155K | 1.07% | 39 |
|
|
2018
Q1 | $3.57M | Sell |
237,095
-480
| -0.2% | -$7.23K | 1% | 39 |
|
|
2017
Q4 | $4.27M | Buy |
237,575
+8,553
| +4% | +$154K | 1.18% | 37 |
|
|
2017
Q3 | $4.37M | Buy |
229,022
+14,396
| +7% | +$275K | 1.2% | 37 |
|
|
2017
Q2 | $4.09M | Buy |
214,626
+25,489
| +13% | +$485K | 1.15% | 37 |
|
|
2017
Q1 | $4.07M | Buy |
189,137
+17,298
| +10% | +$372K | 1.21% | 37 |
|
|
2016
Q4 | $3.51M | Sell |
171,839
-18,245
| -10% | -$372K | 1.12% | 37 |
|
|
2016
Q3 | $4.33M | Sell |
190,084
-10,943
| -5% | -$249K | 1.51% | 35 |
|
|
2016
Q2 | $3.7M | Sell |
201,027
-5,303
| -3% | -$97.6K | 1.33% | 37 |
|
|
2016
Q1 | $3.61M | Sell |
206,330
-2,242
| -1% | -$39.3K | 1.38% | 36 |
|
|
2015
Q4 | $3.05M | Buy |
208,572
+25,629
| +14% | +$375K | 1.25% | 35 |
|
|
2015
Q3 | $4.95M | Buy |
182,943
+21,369
| +13% | +$579K | 2.19% | 29 |
|
|
2015
Q2 | $6.06M | Buy |
161,574
+4,872
| +3% | +$183K | 2.76% | 21 |
|
|
2015
Q1 | $6.43M | Buy |
156,702
+2,377
| +2% | +$97.6K | 2.99% | 11 |
|
|
2014
Q4 | $6.38M | Buy |
+154,325
| New | +$6.38M | 3.19% | 9 |
|