Baker Ellis Asset Management’s Kimco Realty KIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.95M	Buy	131,120 +1,500	+1%	+$33.1K	0.35%	70
2025 Q4	$2.63M	Sell	129,620 -4,085	-3%	-$84.8K	0.32%	72
2025 Q3	$2.92M	Sell	133,705 -1,990	-1%	-$43.3K	0.36%	69
2025 Q2	$2.85M	Buy	135,695 +1,350	+1%	+$28K	0.39%	67
2025 Q1	$2.85M	Buy	134,345 +2,417	+2%	+$52.8K	0.41%	68
2024 Q4	$3.09M	Buy	131,928 +1,075	+0.8%	+$26K	0.45%	62
2024 Q3	$3.04M	Buy	130,853 +1,900	+1%	+$41.9K	0.43%	68
2024 Q2	$2.51M	Sell	128,953 -849	-0.7%	-$15.9K	0.38%	70
2024 Q1	$2.55M	Buy	129,802 +680	+0.5%	+$13.5K	0.38%	71
2023 Q4	$2.75M	Sell	129,122 -4,046	-3%	-$76.4K	0.44%	65
2023 Q3	$2.34M	Sell	133,168 -7,080	-5%	-$137K	0.42%	61
2023 Q2	$2.77M	Sell	140,248 -1,726	-1%	-$32.5K	0.47%	61
2023 Q1	$2.77M	Buy	141,974 +6,111	+4%	+$126K	0.5%	58
2022 Q4	$2.88M	Buy	135,863 +6,845	+5%	+$144K	0.56%	52
2022 Q3	$2.38M	Buy	129,018 +13,770	+12%	+$290K	0.52%	56
2022 Q2	$2.28M	Sell	115,248 -907	-0.8%	-$20.8K	0.47%	58
2022 Q1	$2.87M	Sell	116,155 -365	-0.3%	-$8.81K	0.51%	56
2021 Q4	$2.87M	Buy	116,520 +4,435	+4%	+$103K	0.51%	58
2021 Q3	$2.48M	Buy	112,085 +2,670	+2%	+$57.1K	0.48%	61
2021 Q2	$2.28M	Buy	109,415 +8,854	+9%	+$184K	0.45%	62
2021 Q1	$1.89M	Buy	100,561 +4,417	+5%	+$77.9K	0.41%	66
2020 Q4	$1.44M	Buy	96,144 +10,720	+13%	+$142K	0.34%	73
2020 Q3	$962K	Buy	85,424 +15,129	+22%	+$179K	0.27%	80
2020 Q2	$903K	Buy	+70,295	New	+$782K	0.27%	86