Beacon 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
$446K Buy
21,301
+98
+0.5% +$2.05K 0.19% 111
2025
Q1
$450K Buy
21,203
+97
+0.5% +$2.06K 0.21% 108
2024
Q4
$495K Buy
21,106
+83
+0.4% +$1.95K 0.23% 103
2024
Q3
$488K Buy
21,023
+81
+0.4% +$1.88K 0.23% 104
2024
Q2
$408K Sell
20,942
-314
-1% -$6.11K 0.21% 110
2024
Q1
$417K Buy
21,256
+1,244
+6% +$24.4K 0.24% 94
2023
Q4
$426K Buy
20,012
+98
+0.5% +$2.09K 0.27% 86
2023
Q3
$350K Sell
19,914
-1,075
-5% -$18.9K 0.25% 92
2023
Q2
$414K Sell
20,989
-404
-2% -$7.97K 0.28% 90
2023
Q1
$418K Sell
21,393
-63
-0.3% -$1.23K 0.3% 88
2022
Q4
$454K Buy
+21,456
New +$454K 0.38% 80