Allworth Financial’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $74K | Buy |
3,518
+218
| +7% | +$4.58K | ﹤0.01% | 1695 |
|
2025
Q1 | $67.4K | Buy |
3,300
+124
| +4% | +$2.53K | ﹤0.01% | 1403 |
|
2024
Q4 | $70.6K | Buy |
3,176
+228
| +8% | +$5.07K | ﹤0.01% | 1415 |
|
2024
Q3 | $68.5K | Buy |
2,948
+94
| +3% | +$2.18K | ﹤0.01% | 1256 |
|
2024
Q2 | $60.6K | Sell |
2,854
-533
| -16% | -$11.3K | ﹤0.01% | 1291 |
|
2024
Q1 | $66.4K | Buy |
3,387
+690
| +26% | +$13.5K | ﹤0.01% | 1182 |
|
2023
Q4 | $57.5K | Buy |
2,697
+97
| +4% | +$2.07K | ﹤0.01% | 1149 |
|
2023
Q3 | $45.7K | Buy |
2,600
+827
| +47% | +$14.5K | ﹤0.01% | 1153 |
|
2023
Q2 | $35K | Sell |
1,773
-338
| -16% | -$6.67K | ﹤0.01% | 1253 |
|
2023
Q1 | $41.2K | Buy |
2,111
+14
| +0.7% | +$273 | ﹤0.01% | 1144 |
|
2022
Q4 | $44.4K | Sell |
2,097
-201
| -9% | -$4.26K | ﹤0.01% | 1057 |
|
2022
Q3 | $42K | Buy |
2,298
+1,192
| +108% | +$21.8K | ﹤0.01% | 1017 |
|
2022
Q2 | $22K | Sell |
1,106
-489
| -31% | -$9.73K | ﹤0.01% | 1202 |
|
2022
Q1 | $39K | Sell |
1,595
-472
| -23% | -$11.5K | ﹤0.01% | 978 |
|
2021
Q4 | $51K | Buy |
2,067
+501
| +32% | +$12.4K | ﹤0.01% | 833 |
|
2021
Q3 | $32K | Buy |
1,566
+545
| +53% | +$11.1K | ﹤0.01% | 900 |
|
2021
Q2 | $21K | Buy |
1,021
+9
| +0.9% | +$185 | ﹤0.01% | 842 |
|
2021
Q1 | $19K | Buy |
1,012
+9
| +0.9% | +$169 | ﹤0.01% | 806 |
|
2020
Q4 | $15K | Buy |
1,003
+11
| +1% | +$165 | ﹤0.01% | 740 |
|
2020
Q3 | $11K | Buy |
992
+9
| +0.9% | +$100 | ﹤0.01% | 693 |
|
2020
Q2 | $13K | Buy |
983
+29
| +3% | +$384 | ﹤0.01% | 672 |
|
2020
Q1 | $9K | Buy |
954
+13
| +1% | +$123 | ﹤0.01% | 723 |
|
2019
Q4 | $19K | Buy |
941
+13
| +1% | +$262 | ﹤0.01% | 535 |
|
2019
Q3 | $19K | Buy |
928
+14
| +2% | +$287 | ﹤0.01% | 469 |
|
2019
Q2 | $17K | Buy |
914
+14
| +2% | +$260 | ﹤0.01% | 487 |
|
2019
Q1 | $17K | Hold |
900
| – | – | ﹤0.01% | 481 |
|
2018
Q4 | $13K | Hold |
900
| – | – | ﹤0.01% | 479 |
|
2018
Q3 | $15K | Hold |
900
| – | – | ﹤0.01% | 482 |
|
2018
Q2 | $15K | Hold |
900
| – | – | ﹤0.01% | 455 |
|
2018
Q1 | $13K | Hold |
900
| – | – | ﹤0.01% | 450 |
|
2017
Q4 | $16K | Hold |
900
| – | – | ﹤0.01% | 406 |
|
2017
Q3 | $18K | Hold |
900
| – | – | ﹤0.01% | 379 |
|
2017
Q2 | $17K | Hold |
900
| – | – | ﹤0.01% | 404 |
|
2017
Q1 | $20K | Hold |
900
| – | – | ﹤0.01% | 364 |
|
2016
Q4 | $23K | Hold |
900
| – | – | ﹤0.01% | 303 |
|
2016
Q3 | $26K | Hold |
900
| – | – | ﹤0.01% | 288 |
|
2016
Q2 | $28K | Hold |
900
| – | – | ﹤0.01% | 266 |
|
2016
Q1 | $26K | Hold |
900
| – | – | ﹤0.01% | 274 |
|
2015
Q4 | $24K | Hold |
900
| – | – | ﹤0.01% | 282 |
|
2015
Q3 | $22K | Hold |
900
| – | – | 0.01% | 300 |
|
2015
Q2 | $20K | Hold |
900
| – | – | 0.01% | 300 |
|
2015
Q1 | $24K | Buy |
+900
| New | +$24K | 0.01% | 286 |
|