Jeppson Wealth 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 | $360K | Buy |
17,132
+201
| +1% | +$4.23K | 0.12% | 146 |
|
|
2025
Q1 | $360K | Sell |
16,931
-749
| -4% | -$15.9K | 0.13% | 141 |
|
|
2024
Q4 | $414K | Buy |
17,680
+1
| +0% | +$23 | 0.15% | 131 |
|
|
2024
Q3 | $411K | Hold |
17,679
| – | – | 0.15% | 132 |
|
|
2024
Q2 | $344K | Sell |
17,679
-132
| -0.7% | -$2.57K | 0.13% | 145 |
|
|
2024
Q1 | $349K | Sell |
17,811
-166
| -0.9% | -$3.26K | 0.14% | 148 |
|
|
2023
Q4 | $383K | Sell |
17,977
-3,171
| -15% | -$67.6K | 0.16% | 133 |
|
|
2023
Q3 | $372K | Sell |
21,148
-241
| -1% | -$4.24K | 0.17% | 126 |
|
|
2023
Q2 | $422K | Sell |
21,389
-4,949
| -19% | -$97.6K | 0.18% | 119 |
|
|
2023
Q1 | $514K | Buy |
26,338
+2,560
| +11% | +$50K | 0.22% | 108 |
|
|
2022
Q4 | $504K | Buy |
23,778
+90
| +0.4% | +$1.91K | 0.21% | 105 |
|
|
2022
Q3 | $436K | Buy |
23,688
+6,447
| +37% | +$119K | 0.2% | 110 |
|
|
2022
Q2 | $341K | Buy |
17,241
+3,770
| +28% | +$74.6K | 0.15% | 129 |
|
|
2022
Q1 | $332K | Buy |
13,471
+1
| +0% | +$25 | 0.15% | 120 |
|
|
2021
Q4 | $332K | Sell |
13,470
-758
| -5% | -$18.7K | 0.16% | 113 |
|
|
2021
Q3 | $295K | Buy |
14,228
+1
| +0% | +$21 | 0.15% | 115 |
|
|
2021
Q2 | $296K | Sell |
14,227
-110
| -0.8% | -$2.29K | 0.16% | 115 |
|
|
2021
Q1 | $268K | Sell |
14,337
-29
| -0.2% | -$542 | 0.16% | 118 |
|
|
2020
Q4 | $216K | Buy |
14,366
+10,131
| +239% | +$152K | 0.14% | 126 |
|
|
2020
Q3 | $48K | Buy |
+4,235
| New | +$48K | 0.04% | 225 |
|