Loring Wolcott & Coolidge Fiduciary Advisors’s Kimco Realty KIM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4K | Hold |
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|
2025
Q1 | $30.6K | Hold |
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|
2024
Q4 | $35K | Hold |
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|
2024
Q3 | $35.7K | Hold |
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|
2024
Q2 | $31.6K | Sell |
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|
2024
Q1 | $42.8K | Hold |
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|
2023
Q4 | $46.5K | Hold |
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|
2023
Q3 | $42.6K | Hold |
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|
2023
Q2 | $45.4K | Hold |
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|
2023
Q1 | $44.9K | Hold |
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|
2022
Q4 | $48.7K | Hold |
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|
2022
Q3 | $42K | Hold |
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|
2022
Q2 | $45K | Hold |
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|
2022
Q1 | $57K | Sell |
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|
2021
Q4 | $153K | Hold |
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|
2021
Q3 | $128K | Buy |
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|
2021
Q2 | $14K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $7K | Hold |
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|
2020
Q2 | $8K | Hold |
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|
2020
Q1 | $6K | Hold |
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|
2019
Q4 | $14K | Hold |
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|
2019
Q3 | $14K | Hold |
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|
2019
Q2 | $12K | Hold |
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|
2019
Q1 | $12K | Hold |
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|
2018
Q4 | $10K | Hold |
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|
2018
Q3 | $11K | Hold |
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|
2018
Q2 | $11K | Sell |
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|
2018
Q1 | $13K | Sell |
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|
2017
Q4 | $78K | Hold |
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|
2017
Q3 | $85K | Hold |
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|
2017
Q2 | $87K | Hold |
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|
2017
Q1 | $96K | Hold |
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|
2016
Q4 | $109K | Hold |
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|
2016
Q3 | $125K | Hold |
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|
2016
Q2 | $136K | Hold |
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|
2016
Q1 | $124K | Hold |
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|
2015
Q4 | $114K | Hold |
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|
2015
Q3 | $97K | Hold |
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|
2015
Q2 | $97K | Hold |
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|
2015
Q1 | $116K | Hold |
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|
2014
Q4 | $109K | Sell |
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|
2014
Q3 | $426K | Hold |
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|
2014
Q2 | $446K | Hold |
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|
2014
Q1 | $425K | Hold |
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|
2013
Q4 | $384K | Hold |
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|
2013
Q3 | $392K | Hold |
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|
2013
Q2 | $416K | Buy |
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