Cerity Partners’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 | $457K | Sell |
21,727
-2,155
| -9% | -$45.3K | ﹤0.01% | 1911 |
|
|
2025
Q1 | $507K | Sell |
23,882
-4,886
| -17% | -$104K | ﹤0.01% | 1742 |
|
|
2024
Q4 | $669K | Sell |
28,768
-8,056
| -22% | -$187K | ﹤0.01% | 1605 |
|
|
2024
Q3 | $855K | Buy |
36,824
+15,351
| +71% | +$356K | ﹤0.01% | 1477 |
|
|
2024
Q2 | $418K | Sell |
21,473
-6,838
| -24% | -$133K | ﹤0.01% | 1631 |
|
|
2024
Q1 | $555K | Buy |
+28,311
| New | +$555K | ﹤0.01% | 1550 |
|