Valley National Advisers’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
$2.74M Buy
93,285
+368
+0.4% +$10.8K 0.45% 46
2025
Q1
$2.65M Buy
92,917
+1,653
+2% +$47.1K 0.48% 44
2024
Q4
$2.5M Buy
91,264
+2,681
+3% +$73.4K 0.45% 49
2024
Q3
$1.96M Buy
88,583
+83,090
+1,513% +$1.83M 0.35% 68
2024
Q2
$109K Buy
5,493
+51
+0.9% +$1.01K 0.02% 301
2024
Q1
$99K Sell
5,442
-1,886
-26% -$34.3K 0.02% 320
2023
Q4
$129K Buy
7,328
+1,006
+16% +$17.7K 0.02% 276
2023
Q3
$105K Buy
6,322
+1,356
+27% +$22.5K 0.02% 292
2023
Q2
$86K Buy
4,966
+458
+10% +$7.93K 0.01% 324
2023
Q1
$79K Buy
4,508
+34
+0.8% +$596 0.01% 326
2022
Q4
$84K Sell
4,474
-51
-1% -$958 0.02% 326
2022
Q3
$80K Sell
4,525
-23
-0.5% -$407 0.02% 320
2022
Q2
$77K Sell
4,548
-970
-18% -$16.4K 0.02% 304
2022
Q1
$104K Buy
5,518
+1,000
+22% +$18.8K 0.02% 285
2021
Q4
$72K Buy
4,518
+1,446
+47% +$23K 0.01% 318
2021
Q3
$51K Buy
3,072
+32
+1% +$531 0.01% 346
2021
Q2
$55K Sell
3,040
-46
-1% -$832 0.01% 338
2021
Q1
$51K Buy
3,086
+34
+1% +$562 0.01% 331
2020
Q4
$42K Sell
3,052
-239
-7% -$3.29K 0.01% 333
2020
Q3
$41K Buy
3,291
+588
+22% +$7.33K 0.01% 302
2020
Q2
$41K Sell
2,703
-2,155
-44% -$32.7K 0.01% 311
2020
Q1
$68K Sell
4,858
-242
-5% -$3.39K 0.02% 252
2019
Q4
$108K Sell
5,100
-133
-3% -$2.82K 0.03% 238
2019
Q3
$108K Buy
5,233
+22
+0.4% +$454 0.03% 235
2019
Q2
$109K Sell
5,211
-205
-4% -$4.29K 0.03% 226
2019
Q1
$108K Sell
5,416
-33
-0.6% -$658 0.03% 228
2018
Q4
$84K Sell
5,449
-218
-4% -$3.36K 0.03% 221
2018
Q3
$100K Sell
5,667
-7
-0.1% -$124 0.03% 216
2018
Q2
$100K Buy
5,674
+20
+0.4% +$352 0.04% 216
2018
Q1
$85K Sell
5,654
-24,463
-81% -$368K 0.03% 214
2017
Q4
$544K Sell
30,117
-2,635
-8% -$47.6K 0.19% 95
2017
Q3
$628K Sell
32,752
-1,118
-3% -$21.4K 0.21% 83
2017
Q2
$649K Sell
33,870
-4,071
-11% -$78K 0.23% 75
2017
Q1
$825K Sell
37,941
-4,137
-10% -$90K 0.31% 62
2016
Q4
$871K Sell
42,078
-15,817
-27% -$327K 0.4% 68
2016
Q3
$1.34M Buy
57,895
+25
+0% +$578 0.69% 45
2016
Q2
$1.08M Sell
57,870
-417
-0.7% -$7.8K 0.56% 53
2016
Q1
$1.04M Buy
58,287
+7,581
+15% +$135K 0.56% 55
2015
Q4
$757K Sell
50,706
-9,921
-16% -$148K 0.45% 61
2015
Q3
$1.68M Sell
60,627
-996
-2% -$27.6K 1.02% 27
2015
Q2
$2.37M Buy
61,623
+2,367
+4% +$90.9K 1.34% 21
2015
Q1
$2.49M Buy
59,256
+19,330
+48% +$813K 1.47% 20
2014
Q4
$1.44M Buy
+39,926
New +$1.44M 1.08% 28