Allworth Financial’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 | $381K | Buy |
16,827
+13,116
| +353% | +$297K | ﹤0.01% | 915 |
|
|
2025
Q1 | $81.2K | Buy |
3,711
+120
| +3% | +$2.63K | ﹤0.01% | 1326 |
|
|
2024
Q4 | $82.7K | Buy |
3,591
+61
| +2% | +$1.41K | ﹤0.01% | 1343 |
|
|
2024
Q3 | $93.7K | Buy |
3,530
+8
| +0.2% | +$212 | ﹤0.01% | 1115 |
|
|
2024
Q2 | $83.2K | Buy |
3,522
+24
| +0.7% | +$567 | ﹤0.01% | 1145 |
|
|
2024
Q1 | $75.8K | Buy |
3,498
+12
| +0.3% | +$260 | ﹤0.01% | 1121 |
|
|
2023
Q4 | $79.7K | Buy |
3,486
+11
| +0.3% | +$251 | ﹤0.01% | 1027 |
|
|
2023
Q3 | $74.4K | Buy |
3,475
+11
| +0.3% | +$236 | ﹤0.01% | 986 |
|
|
2023
Q2 | $77.4K | Sell |
3,464
-815
| -19% | -$18.2K | ﹤0.01% | 980 |
|
|
2023
Q1 | $89.5K | Buy |
4,279
+11
| +0.3% | +$230 | ﹤0.01% | 893 |
|
|
2022
Q4 | $89.8K | Buy |
4,268
+11
| +0.3% | +$232 | ﹤0.01% | 844 |
|
|
2022
Q3 | $73K | Buy |
4,257
+1,083
| +34% | +$18.6K | ﹤0.01% | 850 |
|
|
2022
Q2 | $55K | Buy |
3,174
+8
| +0.3% | +$139 | ﹤0.01% | 872 |
|
|
2022
Q1 | $72K | Buy |
3,166
+359
| +13% | +$8.16K | ﹤0.01% | 798 |
|
|
2021
Q4 | $61K | Buy |
+2,807
| New | +$61K | ﹤0.01% | 789 |
|