American Trust Investment Advisors’s Kimco Realty KIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-186,007	Closed	-$4.06M	–	81
2025 Q3	$4.06M	Sell	186,007 -11,068	-6%	-$241K	2.1%	21
2025 Q2	$4.14M	Sell	197,075 -32,792	-14%	-$680K	2.09%	20
2025 Q1	$4.88M	Buy	229,867 +5,180	+2%	+$113K	2.04%	17
2024 Q4	$5.26M	Buy	224,687 +7,213	+3%	+$175K	2.16%	15
2024 Q3	$5.05M	Sell	217,474 -11,481	-5%	-$253K	2.07%	19
2024 Q2	$4.46M	Buy	228,955 +20,647	+10%	+$387K	2.16%	21
2024 Q1	$4.08M	Buy	208,308 +11,888	+6%	+$236K	1.95%	23
2023 Q4	$4.19M	Buy	196,420 +140,375	+250%	+$2.65M	2.18%	17
2023 Q3	$986K	Buy	56,045 +11,315	+25%	+$220K	0.54%	37
2023 Q2	$882K	Buy	+44,730	New	+$843K	0.49%	39