Capstone 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
Q1 | – | Sell |
-13,861
| Closed | -$325K | – | 710 |
|
|
2024
Q4 | $325K | Buy |
13,861
+1,784
| +15% | +$41.8K | ﹤0.01% | 592 |
|
|
2024
Q3 | $280K | Sell |
12,077
-555
| -4% | -$12.9K | ﹤0.01% | 575 |
|
|
2024
Q2 | $246K | Buy |
12,632
+707
| +6% | +$13.8K | ﹤0.01% | 837 |
|
|
2024
Q1 | $234K | Buy |
+11,925
| New | +$234K | ﹤0.01% | 1125 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1033 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 1068 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 960 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 1013 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 862 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 799 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 690 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 490 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 453 |
|
|
2020
Q1 | – | Sell |
-464
| Closed | -$10K | – | 440 |
|
|
2019
Q4 | $10K | Buy |
+464
| New | +$10K | ﹤0.01% | 404 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 487 |
|