Legacy Capital Group California’s Kimco Realty KIM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$420K	Sell	18,670 -2,145	-10%	-$47.3K	0.16%	198
2025 Q4	$422K	Sell	20,815 -225	-1%	-$4.67K	0.1%	238
2025 Q3	$460K	Buy	21,040 +4	+0%	+$87	0.12%	218
2025 Q2	$442K	Sell	21,036 -4,784	-19%	-$99.2K	0.12%	200
2025 Q1	$548K	Buy	25,820 +3,656	+16%	+$79.8K	0.19%	152
2024 Q4	$519K	Sell	22,164 -208	-0.9%	-$5.04K	0.16%	176
2024 Q3	$519K	Sell	22,372 -1,501	-6%	-$33.1K	0.17%	168
2024 Q2	$465K	Buy	23,873 +232	+1%	+$4.35K	0.17%	174
2024 Q1	$464K	Sell	23,641 -887	-4%	-$17.6K	0.17%	178
2023 Q4	$523K	Sell	24,528 -33	-0.1%	-$623	0.2%	152
2023 Q3	$432K	Buy	24,561 +178	+0.7%	+$3.46K	0.19%	163
2023 Q2	$481K	Buy	24,383 +647	+3%	+$12.2K	0.2%	160
2023 Q1	$464K	Buy	+23,736	New	+$488K	0.23%	131