Glass Jacobson Investment Advisors’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 | – | Sell |
-18,850
| Closed | -$442K | – | 699 |
|
|
2025
Q1 | $442K | Hold |
18,850
| – | – | 0.15% | 157 |
|
|
2024
Q4 | $442K | Sell |
18,850
-281
| -1% | -$6.58K | 0.15% | 157 |
|
|
2024
Q3 | $444K | Hold |
19,131
| – | – | 0.15% | 150 |
|
|
2024
Q2 | $372K | Hold |
19,131
| – | – | 0.14% | 165 |
|
|
2024
Q1 | $375K | Sell |
19,131
-2,815
| -13% | -$55.2K | 0.14% | 160 |
|
|
2023
Q4 | $468K | Hold |
21,946
| – | – | 0.19% | 127 |
|
|
2023
Q3 | $386K | Sell |
21,946
-311
| -1% | -$5.47K | 0.18% | 139 |
|
|
2023
Q2 | $439K | Buy |
+22,257
| New | +$439K | 0.2% | 129 |
|
|
2022
Q4 | $477K | Buy |
+22,530
| New | +$477K | 0.24% | 118 |
|