Cetera Trust Company’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 | $220K | Buy |
10,465
+290
| +3% | +$6.1K | 0.13% | 157 |
|
|
2025
Q1 | $216K | Hold |
10,175
| – | – | 0.14% | 153 |
|
|
2024
Q4 | $238K | Sell |
10,175
-125
| -1% | -$2.93K | 0.15% | 141 |
|
|
2024
Q3 | $239K | Sell |
10,300
-75
| -0.7% | -$1.74K | 0.15% | 148 |
|
|
2024
Q2 | $202K | Hold |
10,375
| – | – | 0.13% | 154 |
|
|
2024
Q1 | $203K | Buy |
10,375
+2,450
| +31% | +$48K | 0.12% | 162 |
|
|
2023
Q4 | $169K | Buy |
+7,925
| New | +$169K | 0.11% | 161 |
|