Clearstead 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
Q2 | $24K | Buy |
1,140
+534
| +88% | +$11.2K | ﹤0.01% | 1544 |
|
|
2025
Q1 | $12.9K | Hold |
606
| – | – | ﹤0.01% | 1541 |
|
|
2024
Q4 | $14.2K | Hold |
606
| – | – | ﹤0.01% | 1483 |
|
|
2024
Q3 | $14.1K | Buy |
606
+290
| +92% | +$6.73K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $6.15K | Buy |
+316
| New | +$6.15K | ﹤0.01% | 1650 |
|
|
2022
Q3 | – | Sell |
-422
| Closed | -$8K | – | 1305 |
|
|
2022
Q2 | $8K | Hold |
422
| – | – | ﹤0.01% | 949 |
|
|
2022
Q1 | $10K | Hold |
422
| – | – | ﹤0.01% | 984 |
|
|
2021
Q4 | $10K | Hold |
422
| – | – | ﹤0.01% | 924 |
|
|
2021
Q3 | $9K | Buy |
+422
| New | +$9K | ﹤0.01% | 953 |
|
|
2021
Q1 | – | Sell |
-488
| Closed | -$7K | – | 1150 |
|
|
2020
Q4 | $7K | Hold |
488
| – | – | ﹤0.01% | 768 |
|
|
2020
Q3 | $5K | Hold |
488
| – | – | ﹤0.01% | 740 |
|
|
2020
Q2 | $6K | Hold |
488
| – | – | ﹤0.01% | 651 |
|
|
2020
Q1 | $5K | Buy |
+488
| New | +$5K | ﹤0.01% | 642 |
|