Corient Private Wealth’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
$1.57M Buy
74,577
+39,696
+114% +$834K ﹤0.01% 1213
2025
Q1
$741K Sell
34,881
-61,151
-64% -$1.3M ﹤0.01% 1416
2024
Q4
$1.38M Sell
96,032
-26,634
-22% -$382K ﹤0.01% 1161
2024
Q3
$2.85M Buy
122,666
+26,253
+27% +$610K ﹤0.01% 922
2024
Q2
$1.88M Buy
96,413
+6,737
+8% +$131K ﹤0.01% 1045
2024
Q1
$1.76M Buy
89,676
+11,658
+15% +$229K ﹤0.01% 1079
2023
Q4
$1.66M Buy
78,018
+4,984
+7% +$106K ﹤0.01% 1085
2023
Q3
$1.28M Buy
73,034
+23,730
+48% +$417K ﹤0.01% 1103
2023
Q2
$972K Sell
49,304
-21,837
-31% -$431K ﹤0.01% 1160
2023
Q1
$1.39M Buy
71,141
+24,124
+51% +$471K ﹤0.01% 963
2022
Q4
$996K Buy
+47,017
New +$996K ﹤0.01% 913