TCA
Transcend Capital Advisors’s Kinder Morgan KMI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $440K | Sell |
14,978
-125,491
| -89% | -$3.69M | 0.03% | 354 |
|
|
2025
Q1 | $4.01M | Buy |
140,469
+1,115
| +0.8% | +$31.8K | 0.29% | 76 |
|
|
2024
Q4 | $3.82M | Sell |
139,354
-1,763
| -1% | -$48.3K | 0.28% | 92 |
|
|
2024
Q3 | $3.12M | Buy |
141,117
+1,606
| +1% | +$35.5K | 0.21% | 117 |
|
|
2024
Q2 | $2.77M | Buy |
139,511
+802
| +0.6% | +$15.9K | 0.2% | 122 |
|
|
2024
Q1 | $2.54M | Buy |
138,709
+5,701
| +4% | +$105K | 0.2% | 112 |
|
|
2023
Q4 | $2.35M | Sell |
133,008
-1,019
| -0.8% | -$18K | 0.21% | 114 |
|
|
2023
Q3 | $2.22M | Sell |
134,027
-4,627
| -3% | -$76.7K | 0.22% | 109 |
|
|
2023
Q2 | $2.39M | Buy |
138,654
+2,324
| +2% | +$40K | 0.23% | 103 |
|
|
2023
Q1 | $2.39M | Buy |
136,330
+1,345
| +1% | +$23.6K | 0.25% | 106 |
|
|
2022
Q4 | $2.44M | Buy |
134,985
+3,806
| +3% | +$68.8K | 0.27% | 95 |
|
|
2022
Q3 | $2.18M | Buy |
131,179
+850
| +0.7% | +$14.1K | 0.24% | 107 |
|
|
2022
Q2 | $2.18M | Buy |
130,329
+189
| +0.1% | +$3.17K | 0.23% | 118 |
|
|
2022
Q1 | $2.46M | Buy |
130,140
+4,885
| +4% | +$92.4K | 0.22% | 117 |
|
|
2021
Q4 | $1.99M | Sell |
125,255
-451
| -0.4% | -$7.16K | 0.18% | 137 |
|
|
2021
Q3 | $2.22M | Buy |
+125,706
| New | +$2.22M | 0.2% | 119 |
|
|
2021
Q2 | – | Sell |
-117,823
| Closed | -$1.97M | – | 369 |
|
|
2021
Q1 | $1.97M | Buy |
117,823
+7,131
| +6% | +$119K | 0.24% | 107 |
|
|
2020
Q4 | $1.51M | Buy |
+110,692
| New | +$1.51M | 0.2% | 122 |
|