Wintrust Investments’s Kinder Morgan KMI Stock Holding History

Wintrust Investments’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	$137K	Sell	5,005 -10,172	-67%	-$278K	0.12%	132
2024 Q3	$335K	Sell	15,177 -148,331	-91%	-$3.27M	0.25%	73
2024 Q2	$3.25M	Sell	163,508 -19,090	-10%	-$379K	0.26%	64
2024 Q1	$3.35M	Sell	182,598 -18,756	-9%	-$344K	0.3%	68
2023 Q4	$3.55M	Sell	201,354 -4,777	-2%	-$84.3K	0.34%	58
2023 Q3	$3.42M	Sell	206,131 -6,028	-3%	-$100K	0.36%	59
2023 Q2	$3.65M	Buy	+212,159	New	+$3.65M	0.37%	54
2023 Q1	–	Sell	-194,810	Closed	-$3.52M	–	362
2022 Q4	$3.52M	Buy	194,810 +11,930	+7%	+$216K	0.46%	45
2022 Q3	$3.04M	Buy	182,880 +18,115	+11%	+$301K	0.38%	49
2022 Q2	$2.76M	Buy	164,765 +23,530	+17%	+$394K	0.33%	53
2022 Q1	$2.67M	Buy	141,235 +11,271	+9%	+$213K	0.26%	65
2021 Q4	$2.06M	Buy	+129,964	New	+$2.06M	0.2%	100
2021 Q3	–	Sell	-140,186	Closed	-$2.56M	–	347
2021 Q2	$2.56M	Sell	140,186 -24,719	-15%	-$451K	0.26%	77
2021 Q1	$2.74M	Sell	164,905 -14,916	-8%	-$248K	0.28%	73
2020 Q4	$2.46M	Buy	179,821 +6,945	+4%	+$94.9K	0.7%	33
2020 Q3	$2.13M	Buy	172,876 +149,244	+632%	+$1.84M	0.29%	74
2020 Q2	$359K	Buy	23,632 +6,100	+35%	+$92.7K	0.05%	244
2020 Q1	$244K	Buy	+17,532	New	+$244K	0.04%	271
2019 Q3	–	Sell	-10,129	Closed	-$212K	–	371
2019 Q2	$212K	Buy	+10,129	New	+$212K	0.03%	341
2019 Q1	–	Sell	-11,356	Closed	-$175K	–	353
2018 Q4	$175K	Sell	11,356 -21,419	-65%	-$330K	0.03%	316
2018 Q3	$581K	Sell	32,775 -15,614	-32%	-$277K	0.09%	195
2018 Q2	$855K	Sell	48,389 -36,179	-43%	-$639K	0.15%	134
2018 Q1	$1.27M	Buy	84,568 +1,239	+1%	+$18.7K	0.32%	61
2017 Q4	$1.51M	Buy	83,329 +65,788	+375%	+$1.19M	0.35%	53
2017 Q3	$336K	Sell	17,541 -1,149	-6%	-$22K	0.08%	206
2017 Q2	$358K	Sell	18,690 -1,212	-6%	-$23.2K	0.1%	205
2017 Q1	$433K	Buy	+19,902	New	+$433K	0.12%	177