Summit Trail Advisors’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 | $1.3M | Buy |
44,176
+1,320
| +3% | +$38.8K | 0.02% | 382 |
|
|
2025
Q1 | $1.22M | Buy |
42,856
+4,405
| +11% | +$126K | 0.04% | 137 |
|
|
2024
Q4 | $1.05M | Buy |
38,451
+9,873
| +35% | +$271K | 0.04% | 132 |
|
|
2024
Q3 | $631K | Buy |
28,578
+3,317
| +13% | +$73.3K | 0.02% | 352 |
|
|
2024
Q2 | $502K | Buy |
25,261
+5,708
| +29% | +$113K | 0.01% | 372 |
|
|
2024
Q1 | $359K | Buy |
19,553
+202
| +1% | +$3.71K | 0.01% | 416 |
|
|
2023
Q4 | $341K | Sell |
19,351
-5,054
| -21% | -$89.2K | 0.01% | 370 |
|
|
2023
Q3 | $405K | Buy |
24,405
+1,990
| +9% | +$33K | 0.01% | 311 |
|
|
2023
Q2 | $386K | Buy |
+22,415
| New | +$386K | 0.01% | 319 |
|
|
2019
Q1 | – | Sell |
-12,144
| Closed | -$187K | – | 117 |
|
|
2018
Q4 | $187K | Sell |
12,144
-18,487
| -60% | -$285K | 0.07% | 99 |
|
|
2018
Q3 | $543K | Buy |
30,631
+4,420
| +17% | +$78.4K | 0.12% | 93 |
|
|
2018
Q2 | $463K | Sell |
26,211
-43,736
| -63% | -$773K | 0.16% | 75 |
|
|
2018
Q1 | $886K | Buy |
69,947
+1,331
| +2% | +$16.9K | 0.15% | 148 |
|
|
2017
Q4 | $1.3M | Buy |
+68,616
| New | +$1.3M | 0.16% | 125 |
|