EverSource Wealth Advisors’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	$114K	Buy	5,059 +610	+14%	+$13.4K	﹤0.01%	1356
2025 Q4	$90.2K	Sell	4,449 -465	-9%	-$9.66K	﹤0.01%	1372
2025 Q3	$107K	Sell	4,914 -155	-3%	-$3.37K	﹤0.01%	1241
2025 Q2	$107K	Buy	5,069 +1,170	+30%	+$24.3K	﹤0.01%	1165
2025 Q1	$82.8K	Sell	3,899 -157	-4%	-$3.43K	﹤0.01%	987
2024 Q4	$95K	Buy	4,056 +401	+11%	+$9.71K	0.01%	922
2024 Q3	$84.9K	Buy	3,655 +1,351	+59%	+$29.8K	0.01%	853
2024 Q2	$50.1K	Buy	2,304 +61	+3%	+$1.14K	﹤0.01%	1092
2024 Q1	$41.8K	Buy	2,243 +773	+53%	+$15.4K	﹤0.01%	1057
2023 Q4	$31.3K	Buy	1,470 +331	+29%	+$6.25K	﹤0.01%	1073
2023 Q3	$20K	Sell	1,139 -27	-2%	-$524	﹤0.01%	1125
2023 Q2	$23K	Buy	1,166 +85	+8%	+$1.6K	﹤0.01%	1104
2023 Q1	$21.1K	Sell	1,081 -97	-8%	-$2K	﹤0.01%	1063
2022 Q4	$24.9K	Buy	1,178 +801	+212%	+$16.8K	﹤0.01%	993
2022 Q3	$7K	Buy	377 +84	+29%	+$1.77K	﹤0.01%	1242
2022 Q2	$6K	Sell	293 -11	-4%	-$253	﹤0.01%	1204
2022 Q1	$8K	Buy	304 +158	+108%	+$3.81K	﹤0.01%	1076
2021 Q4	$4K	Buy	+146	New	+$3.38K	﹤0.01%	1339