SIAP
Sterling Investment Advisors (Pennsylvania)’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2M | Sell |
447,350
-8,416
| -2% | -$247K | 2.88% | 3 |
|
|
2025
Q1 | $13M | Sell |
455,766
-20,217
| -4% | -$577K | 3.12% | 3 |
|
|
2024
Q4 | $13M | Sell |
475,983
-44,123
| -8% | -$1.21M | 3.16% | 3 |
|
|
2024
Q3 | $11.5M | Sell |
520,106
-19,664
| -4% | -$434K | 2.91% | 4 |
|
|
2024
Q2 | $10.7M | Buy |
539,770
+2,780
| +0.5% | +$55.2K | 2.9% | 5 |
|
|
2024
Q1 | $9.85M | Buy |
536,990
+20,841
| +4% | +$382K | 2.77% | 3 |
|
|
2023
Q4 | $9.1M | Buy |
516,149
+12,441
| +2% | +$219K | 2.84% | 6 |
|
|
2023
Q3 | $8.35M | Buy |
503,708
+60,247
| +14% | +$999K | 2.92% | 6 |
|
|
2023
Q2 | $7.64M | Buy |
443,461
+5,590
| +1% | +$96.3K | 2.52% | 7 |
|
|
2023
Q1 | $7.67M | Buy |
437,871
+13,521
| +3% | +$237K | 2.59% | 6 |
|
|
2022
Q4 | $7.67M | Buy |
424,350
+8,813
| +2% | +$159K | 2.75% | 5 |
|
|
2022
Q3 | $6.92M | Buy |
415,537
+31,156
| +8% | +$518K | 2.59% | 6 |
|
|
2022
Q2 | $6.44M | Buy |
384,381
+36,786
| +11% | +$617K | 2.22% | 8 |
|
|
2022
Q1 | $6.57M | Buy |
347,595
+97,949
| +39% | +$1.85M | 1.86% | 11 |
|
|
2021
Q4 | $3.96M | Buy |
249,646
+71,093
| +40% | +$1.13M | 1.11% | 23 |
|
|
2021
Q3 | $2.99M | Buy |
178,553
+11,302
| +7% | +$189K | 0.89% | 31 |
|
|
2021
Q2 | $3.05M | Buy |
167,251
+1,771
| +1% | +$32.3K | 0.89% | 32 |
|
|
2021
Q1 | $2.76M | Buy |
165,480
+35,755
| +28% | +$595K | 0.89% | 31 |
|
|
2020
Q4 | $1.77M | Buy |
129,725
+6,935
| +6% | +$94.8K | 0.6% | 58 |
|
|
2020
Q3 | $1.51M | Buy |
122,790
+29,080
| +31% | +$359K | 0.58% | 56 |
|
|
2020
Q2 | $1.42M | Buy |
93,710
+3,627
| +4% | +$55K | 0.59% | 54 |
|
|
2020
Q1 | $1.25M | Sell |
90,083
-3,217
| -3% | -$44.7K | 0.66% | 47 |
|
|
2019
Q4 | $1.98M | Buy |
+93,300
| New | +$1.98M | 0.91% | 31 |
|