Creative Planning’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 | $1.2M | Buy |
57,117
+8,210
| +17% | +$173K | ﹤0.01% | 1706 |
|
|
2025
Q1 | $1.04M | Sell |
48,907
-7,852
| -14% | -$167K | ﹤0.01% | 1681 |
|
|
2024
Q4 | $1.33M | Buy |
56,759
+5,629
| +11% | +$132K | ﹤0.01% | 1426 |
|
|
2024
Q3 | $1.19M | Buy |
51,130
+1,740
| +4% | +$40.4K | ﹤0.01% | 1395 |
|
|
2024
Q2 | $961K | Sell |
49,390
-1,205
| -2% | -$23.4K | ﹤0.01% | 1422 |
|
|
2024
Q1 | $992K | Buy |
50,595
+5,674
| +13% | +$111K | ﹤0.01% | 1342 |
|
|
2023
Q4 | $957K | Buy |
44,921
+4,532
| +11% | +$96.6K | ﹤0.01% | 1254 |
|
|
2023
Q3 | $710K | Buy |
40,389
+9,162
| +29% | +$161K | ﹤0.01% | 1331 |
|
|
2023
Q2 | $616K | Buy |
31,227
+767
| +3% | +$15.1K | ﹤0.01% | 1418 |
|
|
2023
Q1 | $595K | Buy |
30,460
+5,387
| +21% | +$105K | ﹤0.01% | 1351 |
|
|
2022
Q4 | $531K | Buy |
25,073
+1,592
| +7% | +$33.7K | ﹤0.01% | 1383 |
|
|
2022
Q3 | $432K | Buy |
23,481
+3,915
| +20% | +$72K | ﹤0.01% | 1413 |
|
|
2022
Q2 | $387K | Buy |
19,566
+257
| +1% | +$5.08K | ﹤0.01% | 1450 |
|
|
2022
Q1 | $477K | Buy |
19,309
+352
| +2% | +$8.7K | ﹤0.01% | 1341 |
|
|
2021
Q4 | $467K | Buy |
18,957
+1,183
| +7% | +$29.1K | ﹤0.01% | 1347 |
|
|
2021
Q3 | $369K | Buy |
+17,774
| New | +$369K | ﹤0.01% | 1474 |
|
|
2021
Q2 | – | Sell |
-22,297
| Closed | -$418K | – | 2175 |
|
|
2021
Q1 | $418K | Buy |
22,297
+2,344
| +12% | +$43.9K | ﹤0.01% | 1537 |
|
|
2020
Q4 | $299K | Sell |
19,953
-325
| -2% | -$4.87K | ﹤0.01% | 1608 |
|
|
2020
Q3 | $228K | Buy |
+20,278
| New | +$228K | ﹤0.01% | 1577 |
|
|
2020
Q1 | – | Sell |
-10,284
| Closed | -$213K | – | 1839 |
|
|
2019
Q4 | $213K | Sell |
10,284
-10,979
| -52% | -$227K | ﹤0.01% | 1589 |
|
|
2019
Q3 | $444K | Buy |
+21,263
| New | +$444K | ﹤0.01% | 1131 |
|
|
2019
Q2 | – | Sell |
-22,954
| Closed | -$425K | – | 1920 |
|
|
2019
Q1 | $425K | Sell |
22,954
-1,469
| -6% | -$27.2K | ﹤0.01% | 1122 |
|
|
2018
Q4 | $358K | Buy |
24,423
+2,859
| +13% | +$41.9K | ﹤0.01% | 1127 |
|
|
2018
Q3 | $361K | Buy |
21,564
+11,441
| +113% | +$192K | ﹤0.01% | 1273 |
|
|
2018
Q2 | $172K | Buy |
+10,123
| New | +$172K | ﹤0.01% | 1659 |
|
|
2017
Q4 | – | Sell |
-10,591
| Closed | -$207K | – | 1926 |
|
|
2017
Q3 | $207K | Sell |
10,591
-666
| -6% | -$13K | ﹤0.01% | 1569 |
|
|
2017
Q2 | $207K | Buy |
11,257
+2,715
| +32% | +$49.9K | ﹤0.01% | 1488 |
|
|
2017
Q1 | $189K | Sell |
8,542
-1,179
| -12% | -$26.1K | ﹤0.01% | 1516 |
|
|
2016
Q4 | $245K | Sell |
9,721
-447
| -4% | -$11.3K | ﹤0.01% | 1291 |
|
|
2016
Q3 | $294K | Buy |
10,168
+1,244
| +14% | +$36K | ﹤0.01% | 1187 |
|
|
2016
Q2 | $280K | Sell |
8,924
-3,173
| -26% | -$99.6K | ﹤0.01% | 1083 |
|
|
2016
Q1 | $348K | Buy |
12,097
+824
| +7% | +$23.7K | ﹤0.01% | 912 |
|
|
2015
Q4 | $298K | Buy |
11,273
+1,000
| +10% | +$26.4K | ﹤0.01% | 984 |
|
|
2015
Q3 | $251K | Sell |
10,273
-1,082
| -10% | -$26.4K | ﹤0.01% | 1057 |
|
|
2015
Q2 | $256K | Buy |
11,355
+589
| +5% | +$13.3K | ﹤0.01% | 815 |
|
|
2015
Q1 | $289K | Buy |
10,766
+2,588
| +32% | +$69.5K | ﹤0.01% | 1010 |
|
|
2014
Q4 | $206K | Sell |
8,178
-135
| -2% | -$3.4K | ﹤0.01% | 1117 |
|
|
2014
Q3 | $182K | Buy |
8,313
+6,057
| +268% | +$133K | ﹤0.01% | 1109 |
|
|
2014
Q2 | $52K | Sell |
2,256
-463
| -17% | -$10.7K | ﹤0.01% | 1842 |
|
|
2014
Q1 | $59K | Buy |
2,719
+1,126
| +71% | +$24.4K | ﹤0.01% | 1692 |
|
|
2013
Q4 | $31K | Buy |
1,593
+1
| +0.1% | +$19 | ﹤0.01% | 1928 |
|
|
2013
Q3 | $32K | Sell |
1,592
-5,000
| -76% | -$101K | ﹤0.01% | 1798 |
|
|
2013
Q2 | $141K | Buy |
+6,592
| New | +$141K | ﹤0.01% | 812 |
|