Geneos Wealth Management’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 | $346K | Sell |
15,268
-6,108
| -29% | -$138K | 0.01% | 816 |
|
|
2025
Q1 | $478K | Buy |
21,376
+11,534
| +117% | +$258K | 0.01% | 905 |
|
|
2024
Q4 | $248K | Buy |
9,842
+13
| +0.1% | +$328 | 0.01% | 771 |
|
|
2024
Q3 | $261K | Buy |
9,829
+707
| +8% | +$18.8K | 0.01% | 702 |
|
|
2024
Q2 | $204K | Sell |
9,122
-103
| -1% | -$2.31K | 0.01% | 701 |
|
|
2024
Q1 | $200K | Buy |
9,225
+1,136
| +14% | +$24.6K | 0.01% | 701 |
|
|
2023
Q4 | $185K | Buy |
8,089
+134
| +2% | +$3.06K | 0.01% | 693 |
|
|
2023
Q3 | $170K | Buy |
7,955
+14
| +0.2% | +$300 | 0.01% | 722 |
|
|
2023
Q2 | $177K | Sell |
7,941
-2,444
| -24% | -$54.6K | 0.01% | 707 |
|
|
2023
Q1 | $217K | Sell |
10,385
-2,862
| -22% | -$59.9K | 0.01% | 635 |
|
|
2022
Q4 | $279K | Buy |
13,247
+44
| +0.3% | +$926 | 0.02% | 551 |
|
|
2022
Q3 | $227K | Sell |
13,203
-20,428
| -61% | -$351K | 0.02% | 567 |
|
|
2022
Q2 | $594K | Sell |
33,631
-2,979
| -8% | -$52.6K | 0.03% | 454 |
|
|
2022
Q1 | $833K | Sell |
36,610
-695
| -2% | -$15.8K | 0.04% | 411 |
|
|
2021
Q4 | $812K | Buy |
37,305
+36,829
| +7,737% | +$802K | 0.03% | 455 |
|
|
2021
Q3 | $10K | Hold |
476
| – | – | ﹤0.01% | 2226 |
|
|
2021
Q2 | $10K | Hold |
476
| – | – | ﹤0.01% | 2201 |
|
|
2021
Q1 | $9K | Hold |
476
| – | – | ﹤0.01% | 2422 |
|
|
2020
Q4 | $9K | Hold |
476
| – | – | ﹤0.01% | 2258 |
|
|
2020
Q3 | $5K | Hold |
476
| – | – | ﹤0.01% | 2179 |
|
|
2020
Q2 | $5K | Hold |
476
| – | – | ﹤0.01% | 2151 |
|
|
2020
Q1 | $4K | Hold |
476
| – | – | ﹤0.01% | 2107 |
|
|
2019
Q4 | $9K | Hold |
476
| – | – | ﹤0.01% | 2007 |
|
|
2019
Q3 | $7K | Hold |
476
| – | – | ﹤0.01% | 2005 |
|
|
2019
Q2 | $7K | Hold |
476
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q1 | $7K | Hold |
476
| – | – | ﹤0.01% | 1951 |
|
|
2018
Q4 | $6K | Sell |
476
-70
| -13% | -$882 | ﹤0.01% | 1930 |
|
|
2018
Q3 | $9K | Buy |
546
+70
| +15% | +$1.15K | ﹤0.01% | 1879 |
|
|
2018
Q2 | $8K | Hold |
476
| – | – | ﹤0.01% | 1788 |
|
|
2018
Q1 | $7K | Hold |
476
| – | – | ﹤0.01% | 1767 |
|
|
2017
Q4 | $9K | Sell |
476
-1,476
| -76% | -$27.9K | ﹤0.01% | 1672 |
|
|
2017
Q3 | $39K | Buy |
1,952
+13
| +0.7% | +$260 | ﹤0.01% | 1072 |
|
|
2017
Q2 | $36K | Buy |
1,939
+12
| +0.6% | +$223 | ﹤0.01% | 1059 |
|
|
2017
Q1 | $41K | Sell |
1,927
-56
| -3% | -$1.19K | ﹤0.01% | 965 |
|
|
2016
Q4 | $46K | Buy |
1,983
+8
| +0.4% | +$186 | 0.01% | 870 |
|
|
2016
Q3 | $54K | Buy |
1,975
+76
| +4% | +$2.08K | 0.01% | 784 |
|
|
2016
Q2 | $53K | Sell |
1,899
-24,772
| -93% | -$691K | 0.01% | 791 |
|
|
2016
Q1 | $744K | Buy |
+26,671
| New | +$744K | 0.11% | 180 |
|