American Trust Investment Advisors’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
$4.14M Sell
197,075
-32,792
-14% -$689K 2.09% 20
2025
Q1
$4.88M Buy
229,867
+5,180
+2% +$110K 2.04% 17
2024
Q4
$5.26M Buy
224,687
+7,213
+3% +$169K 2.16% 15
2024
Q3
$5.05M Sell
217,474
-11,481
-5% -$267K 2.07% 19
2024
Q2
$4.46M Buy
228,955
+20,647
+10% +$402K 2.16% 21
2024
Q1
$4.08M Buy
208,308
+11,888
+6% +$233K 1.95% 23
2023
Q4
$4.19M Buy
196,420
+140,375
+250% +$2.99M 2.18% 17
2023
Q3
$986K Buy
56,045
+11,315
+25% +$199K 0.54% 37
2023
Q2
$882K Buy
+44,730
New +$882K 0.49% 39