EverSource Wealth Advisors’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Buy |
5,069
+1,170
| +30% | +$24.6K | ﹤0.01% | 1162 |
|
|
2025
Q1 | $82.8K | Sell |
3,899
-157
| -4% | -$3.34K | ﹤0.01% | 986 |
|
|
2024
Q4 | $95K | Buy |
4,056
+401
| +11% | +$9.4K | 0.01% | 922 |
|
|
2024
Q3 | $84.9K | Buy |
3,655
+1,351
| +59% | +$31.4K | 0.01% | 853 |
|
|
2024
Q2 | $50.1K | Buy |
2,304
+61
| +3% | +$1.33K | ﹤0.01% | 1092 |
|
|
2024
Q1 | $41.8K | Buy |
2,243
+773
| +53% | +$14.4K | ﹤0.01% | 1057 |
|
|
2023
Q4 | $31.3K | Buy |
1,470
+331
| +29% | +$7.05K | ﹤0.01% | 1073 |
|
|
2023
Q3 | $20K | Sell |
1,139
-27
| -2% | -$475 | ﹤0.01% | 1125 |
|
|
2023
Q2 | $23K | Buy |
1,166
+85
| +8% | +$1.68K | ﹤0.01% | 1104 |
|
|
2023
Q1 | $21.1K | Sell |
1,081
-97
| -8% | -$1.89K | ﹤0.01% | 1062 |
|
|
2022
Q4 | $25K | Buy |
1,178
+801
| +212% | +$17K | ﹤0.01% | 993 |
|
|
2022
Q3 | $7K | Buy |
377
+84
| +29% | +$1.56K | ﹤0.01% | 1242 |
|
|
2022
Q2 | $6K | Sell |
293
-11
| -4% | -$225 | ﹤0.01% | 1204 |
|
|
2022
Q1 | $8K | Buy |
304
+158
| +108% | +$4.16K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $4K | Buy |
+146
| New | +$4K | ﹤0.01% | 1339 |
|