CIBC Private Wealth Group’s Kimco Realty KIM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $159K | Sell |
7,541
-306
| -4% | -$6.43K | ﹤0.01% | 1211 |
|
2025
Q1 | $147K | Buy |
7,847
+2,879
| +58% | +$53.8K | ﹤0.01% | 1196 |
|
2024
Q4 | $109K | Sell |
4,968
-779
| -14% | -$17.2K | ﹤0.01% | 1388 |
|
2024
Q3 | $133K | Buy |
5,747
+1,120
| +24% | +$26K | ﹤0.01% | 1366 |
|
2024
Q2 | $89.1K | Sell |
4,627
-99
| -2% | -$1.91K | ﹤0.01% | 1447 |
|
2024
Q1 | $90.2K | Buy |
+4,726
| New | +$90.2K | ﹤0.01% | 1441 |
|
2022
Q3 | – | Sell |
-1,354
| Closed | -$27K | – | 1064 |
|
2022
Q2 | $27K | Sell |
1,354
-3,912
| -74% | -$78K | ﹤0.01% | 996 |
|
2022
Q1 | $130K | Sell |
5,266
-36,178
| -87% | -$893K | ﹤0.01% | 990 |
|
2021
Q4 | $1.02M | Buy |
+41,444
| New | +$1.02M | ﹤0.01% | 645 |
|
2020
Q4 | – | Sell |
-26,441
| Closed | -$340K | – | 991 |
|
2020
Q3 | $340K | Buy |
+26,441
| New | +$340K | ﹤0.01% | 754 |
|
2020
Q2 | – | Sell |
-26,441
| Closed | -$256K | – | 709 |
|
2020
Q1 | $256K | Buy |
+26,441
| New | +$256K | ﹤0.01% | 747 |
|
2018
Q3 | – | Sell |
-248
| Closed | -$4K | – | 1358 |
|
2018
Q2 | $4K | Buy |
248
+163
| +192% | +$2.63K | ﹤0.01% | 1769 |
|
2018
Q1 | $1K | Sell |
85
-78,895
| -100% | -$928K | ﹤0.01% | 1861 |
|
2017
Q4 | $1.43M | Sell |
78,980
-11,013
| -12% | -$200K | 0.01% | 589 |
|
2017
Q3 | $1.76M | Buy |
89,993
+11,643
| +15% | +$228K | 0.01% | 517 |
|
2017
Q2 | $1.44M | Buy |
+78,350
| New | +$1.44M | 0.01% | 424 |
|
2016
Q3 | – | Sell |
-29,858
| Closed | -$937K | – | 592 |
|
2016
Q2 | $937K | Hold |
29,858
| – | – | 0.01% | 460 |
|
2016
Q1 | $859K | Sell |
29,858
-297
| -1% | -$8.55K | 0.01% | 461 |
|
2015
Q4 | $798K | Buy |
30,155
+1,124
| +4% | +$29.7K | 0.01% | 464 |
|
2015
Q3 | $709K | Buy |
29,031
+41
| +0.1% | +$1K | 0.01% | 483 |
|
2015
Q2 | $654K | Buy |
28,990
+11
| +0% | +$248 | ﹤0.01% | 524 |
|
2015
Q1 | $778K | Sell |
28,979
-775
| -3% | -$20.8K | 0.01% | 492 |
|
2014
Q4 | $748K | Buy |
29,754
+295
| +1% | +$7.42K | 0.01% | 500 |
|
2014
Q3 | $646K | Hold |
29,459
| – | – | 0.01% | 503 |
|
2014
Q2 | $677K | Sell |
29,459
-1,467
| -5% | -$33.7K | 0.01% | 492 |
|
2014
Q1 | $675K | Buy |
+30,926
| New | +$675K | 0.01% | 485 |
|