Creative Planning’s Kite Realty KRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $579K | Buy |
25,574
+7,190
| +39% | +$163K | ﹤0.01% | 2322 |
|
|
2025
Q1 | $411K | Sell |
18,384
-6,055
| -25% | -$135K | ﹤0.01% | 2469 |
|
|
2024
Q4 | $617K | Buy |
24,439
+2,655
| +12% | +$67K | ﹤0.01% | 2032 |
|
|
2024
Q3 | $579K | Buy |
21,784
+1,634
| +8% | +$43.4K | ﹤0.01% | 1967 |
|
|
2024
Q2 | $451K | Buy |
20,150
+7,206
| +56% | +$161K | ﹤0.01% | 2015 |
|
|
2024
Q1 | $281K | Sell |
12,944
-462
| -3% | -$10K | ﹤0.01% | 2300 |
|
|
2023
Q4 | $306K | Buy |
13,406
+1,623
| +14% | +$37.1K | ﹤0.01% | 2071 |
|
|
2023
Q3 | $252K | Buy |
11,783
+535
| +5% | +$11.5K | ﹤0.01% | 2069 |
|
|
2023
Q2 | $251K | Sell |
11,248
-3,309
| -23% | -$73.9K | ﹤0.01% | 2034 |
|
|
2023
Q1 | $305K | Buy |
+14,557
| New | +$305K | ﹤0.01% | 1803 |
|
|
2017
Q3 | – | Sell |
-3,476
| Closed | -$66K | – | 2801 |
|
|
2017
Q2 | $66K | Buy |
3,476
+3,413
| +5,417% | +$64.8K | ﹤0.01% | 2283 |
|
|
2017
Q1 | $1K | Buy |
63
+7
| +13% | +$111 | ﹤0.01% | 4343 |
|
|
2016
Q4 | $1K | Buy |
56
+7
| +14% | +$125 | ﹤0.01% | 4303 |
|
|
2016
Q3 | $1K | Sell |
49
-394
| -89% | -$8.04K | ﹤0.01% | 4234 |
|
|
2016
Q2 | $12K | Buy |
443
+6
| +1% | +$163 | ﹤0.01% | 3087 |
|
|
2016
Q1 | $12K | Buy |
437
+4
| +0.9% | +$110 | ﹤0.01% | 3080 |
|
|
2015
Q4 | $11K | Buy |
433
+405
| +1,446% | +$10.3K | ﹤0.01% | 3199 |
|
|
2015
Q3 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 4013 |
|
|
2015
Q2 | – | Sell |
-20
| Closed | -$1K | – | 2026 |
|
|
2015
Q1 | $1K | Buy |
20
+2
| +11% | +$100 | ﹤0.01% | 3908 |
|
|
2014
Q4 | $1K | Sell |
18
-31
| -63% | -$1.72K | ﹤0.01% | 3858 |
|
|
2014
Q3 | $1K | Buy |
+49
| New | +$1K | ﹤0.01% | 3713 |
|
|
2014
Q2 | – | Sell |
-6
| Closed | – | – | 3738 |
|
|
2014
Q1 | $0 | Buy |
+6
| New | – | ﹤0.01% | 3580 |
|