GeoWealth 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 Q1	–	Sell	-2,498	Closed	-$63.1K	–	1485
2024 Q4	$63.1K	Buy	2,498 +20	+0.8%	+$505	﹤0.01%	1080
2024 Q3	$65.8K	Buy	+2,478	New	+$65.8K	﹤0.01%	1000