GeoWealth Management’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 | $827K | Buy |
39,350
+2,738
| +7% | +$57.6K | 0.03% | 297 |
|
|
2025
Q1 | $778K | Buy |
36,612
+1,060
| +3% | +$22.5K | 0.03% | 326 |
|
|
2024
Q4 | $833K | Buy |
35,552
+6,250
| +21% | +$146K | 0.03% | 337 |
|
|
2024
Q3 | $680K | Buy |
29,302
+255
| +0.9% | +$5.92K | 0.02% | 400 |
|
|
2024
Q2 | $565K | Sell |
29,047
-2,436
| -8% | -$47.4K | 0.02% | 400 |
|
|
2024
Q1 | $617K | Buy |
+31,483
| New | +$617K | 0.02% | 393 |
|