Summit Trail Advisors’s Kinder Morgan KMI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.3M Buy
2025
Q1
$1.22M Buy
2024
Q4
$1.05M Buy
2024
Q3
$631K Buy
2024
Q2
$502K Buy
2024
Q1
$359K Buy
2023
Q4
$341K Sell
2023
Q3
$405K Buy
2023
Q2
$386K Buy
2019
Q1
Sell
2018
Q4
$187K Sell
2018
Q3
$543K Buy
2018
Q2
$463K Sell
2018
Q1
$886K Buy
2017
Q4
$1.3M Buy