CTC
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Cetera Trust Company’s Kimco Realty KIM Stock Holding History

Cetera Trust Company’s Portfolio KIM Stock Details KIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$194K Sell
8,615
-150
-2% -$3.31K 0.11% 168
2025
Q4 		$178K Sell
8,765
-1,700
-16% -$35.3K 0.1% 172
2025
Q3 		$229K Hold
10,465
– – 0.13% 153
2025
Q2 		$220K Buy
10,465
+290
+3% +$6.01K 0.13% 157
2025
Q1 		$216K Hold
10,175
– – 0.14% 153
2024
Q4 		$238K Sell
10,175
-125
-1% -$3.03K 0.15% 141
2024
Q3 		$239K Sell
10,300
-75
-0.7% -$1.66K 0.15% 148
2024
Q2 		$202K Hold
10,375
– – 0.13% 154
2024
Q1 		$203K Buy
10,375
+2,450
+31% +$48.7K 0.12% 162
2023
Q4 		$169K Buy
+7,925
New +$150K 0.11% 161

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