Beacon 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
2026 Q1	$429K	Sell	19,110 -844	-4%	-$18.6K	0.16%	118
2025 Q4	$404K	Sell	19,954 -392	-2%	-$8.14K	0.16%	118
2025 Q3	$445K	Sell	20,346 -955	-4%	-$20.8K	0.18%	111
2025 Q2	$446K	Buy	21,301 +98	+0.5%	+$2.03K	0.19%	111
2025 Q1	$450K	Buy	21,203 +97	+0.5%	+$2.12K	0.21%	108
2024 Q4	$495K	Buy	21,106 +83	+0.4%	+$2.01K	0.23%	103
2024 Q3	$488K	Buy	21,023 +81	+0.4%	+$1.79K	0.23%	104
2024 Q2	$408K	Sell	20,942 -314	-1%	-$5.88K	0.21%	110
2024 Q1	$417K	Buy	21,256 +1,244	+6%	+$24.7K	0.24%	94
2023 Q4	$426K	Buy	20,012 +98	+0.5%	+$1.85K	0.27%	86
2023 Q3	$350K	Sell	19,914 -1,075	-5%	-$20.9K	0.25%	92
2023 Q2	$414K	Sell	20,989 -404	-2%	-$7.61K	0.28%	90
2023 Q1	$418K	Sell	21,393 -63	-0.3%	-$1.3K	0.3%	88
2022 Q4	$454K	Buy	+21,456	New	+$451K	0.38%	80