Coppell Advisory Solutions’s Kimco Realty KIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-11,026	Closed	-$224K	–	209
2025 Q4	$224K	Sell	11,026 -517	-4%	-$10.7K	0.02%	366
2025 Q3	$250K	Sell	11,543 -850	-7%	-$18.5K	0.03%	356
2025 Q2	$259K	Buy	+12,393	New	+$257K	0.03%	316
2025 Q1	–	Sell	-12,978	Closed	-$301K	–	1155
2024 Q4	$301K	Hold	12,978	–	–	0.04%	218
2024 Q3	$298K	Sell	12,978 -700	-5%	-$15.5K	0.04%	220
2024 Q2	$266K	Buy	+13,678	New	+$256K	0.04%	217
2023 Q4	$307K	Buy	14,385 +757	+6%	+$14.3K	0.06%	207
2023 Q3	$289K	Buy	13,628 +68	+0.5%	+$1.32K	0.1%	140
2023 Q2	$267K	Buy	13,560 +25	+0.2%	+$471	0.08%	159
2023 Q1	$255K	Sell	13,535 -93	-0.7%	-$1.91K	0.08%	175
2022 Q4	$289K	Buy	+13,628	New	+$286K	0.1%	142
2020 Q4	$277K	Buy	+18,465	New	+$244K	0.14%	135