AE Wealth Management’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $502K | Sell |
22,175
-512
| -2% | -$11.6K | ﹤0.01% | 920 |
|
|
2025
Q1 | $508K | Sell |
22,687
-3,986
| -15% | -$89.2K | ﹤0.01% | 919 |
|
|
2024
Q4 | $673K | Buy |
+26,673
| New | +$673K | 0.01% | 813 |
|
|
2024
Q3 | – | Sell |
-20,480
| Closed | -$458K | – | 1287 |
|
|
2024
Q2 | $458K | Buy |
+20,480
| New | +$458K | ﹤0.01% | 906 |
|
|
2024
Q1 | – | Sell |
-30,988
| Closed | -$672K | – | 1616 |
|
|
2023
Q4 | $672K | Sell |
30,988
-1,438
| -4% | -$31.2K | ﹤0.01% | 1298 |
|
|
2023
Q3 | $695K | Buy |
32,426
+2,103
| +7% | +$45K | ﹤0.01% | 1233 |
|
|
2023
Q2 | $677K | Sell |
30,323
-4,303
| -12% | -$96.1K | ﹤0.01% | 1248 |
|
|
2023
Q1 | $724K | Sell |
34,626
-643
| -2% | -$13.5K | ﹤0.01% | 1176 |
|
|
2022
Q4 | $742K | Buy |
35,269
+342
| +1% | +$7.2K | 0.01% | 1112 |
|
|
2022
Q3 | $601K | Sell |
34,927
-3,582
| -9% | -$61.6K | ﹤0.01% | 1151 |
|
|
2022
Q2 | $666K | Buy |
38,509
+10,482
| +37% | +$181K | 0.01% | 1051 |
|
|
2022
Q1 | $638K | Buy |
28,027
+3,052
| +12% | +$69.5K | ﹤0.01% | 1104 |
|
|
2021
Q4 | $544K | Buy |
+24,975
| New | +$544K | ﹤0.01% | 1225 |
|