LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $31.4K | Hold |
1,492
| – | – | ﹤0.01% | 424 |
|
|
2025
Q1 | $30.6K | Hold |
1,492
| – | – | ﹤0.01% | 412 |
|
|
2024
Q4 | $35K | Hold |
1,492
| – | – | ﹤0.01% | 428 |
|
|
2024
Q3 | $35.7K | Hold |
1,492
| – | – | ﹤0.01% | 418 |
|
|
2024
Q2 | $31.6K | Sell |
1,492
-809
| -35% | -$17.1K | ﹤0.01% | 424 |
|
|
2024
Q1 | $42.8K | Hold |
2,301
| – | – | ﹤0.01% | 408 |
|
|
2023
Q4 | $46.5K | Hold |
2,301
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $42.6K | Hold |
2,301
| – | – | ﹤0.01% | 433 |
|
|
2023
Q2 | $45.4K | Hold |
2,301
| – | – | ﹤0.01% | 437 |
|
|
2023
Q1 | $44.9K | Hold |
2,301
| – | – | ﹤0.01% | 422 |
|
|
2022
Q4 | $48.7K | Hold |
2,301
| – | – | ﹤0.01% | 406 |
|
|
2022
Q3 | $42K | Hold |
2,301
| – | – | ﹤0.01% | 430 |
|
|
2022
Q2 | $45K | Hold |
2,301
| – | – | ﹤0.01% | 437 |
|
|
2022
Q1 | $57K | Sell |
2,301
-3,886
| -63% | -$96.3K | ﹤0.01% | 427 |
|
|
2021
Q4 | $153K | Hold |
6,187
| – | – | ﹤0.01% | 346 |
|
|
2021
Q3 | $128K | Buy |
6,187
+5,532
| +845% | +$114K | ﹤0.01% | 356 |
|
|
2021
Q2 | $14K | Buy |
+655
| New | +$14K | ﹤0.01% | 572 |
|
|
2021
Q1 | – | Sell |
-655
| Closed | -$10K | – | 517 |
|
|
2020
Q4 | $10K | Hold |
655
| – | – | ﹤0.01% | 569 |
|
|
2020
Q3 | $7K | Hold |
655
| – | – | ﹤0.01% | 527 |
|
|
2020
Q2 | $8K | Hold |
655
| – | – | ﹤0.01% | 510 |
|
|
2020
Q1 | $6K | Hold |
655
| – | – | ﹤0.01% | 573 |
|
|
2019
Q4 | $14K | Hold |
655
| – | – | ﹤0.01% | 566 |
|
|
2019
Q3 | $14K | Hold |
655
| – | – | ﹤0.01% | 544 |
|
|
2019
Q2 | $12K | Hold |
655
| – | – | ﹤0.01% | 549 |
|
|
2019
Q1 | $12K | Hold |
655
| – | – | ﹤0.01% | 549 |
|
|
2018
Q4 | $10K | Hold |
655
| – | – | ﹤0.01% | 565 |
|
|
2018
Q3 | $11K | Hold |
655
| – | – | ﹤0.01% | 529 |
|
|
2018
Q2 | $11K | Sell |
655
-245
| -27% | -$4.12K | ﹤0.01% | 544 |
|
|
2018
Q1 | $13K | Sell |
900
-3,425
| -79% | -$49.5K | ﹤0.01% | 568 |
|
|
2017
Q4 | $78K | Hold |
4,325
| – | – | ﹤0.01% | 389 |
|
|
2017
Q3 | $85K | Hold |
4,325
| – | – | ﹤0.01% | 375 |
|
|
2017
Q2 | $87K | Hold |
4,325
| – | – | ﹤0.01% | 372 |
|
|
2017
Q1 | $96K | Hold |
4,325
| – | – | ﹤0.01% | 354 |
|
|
2016
Q4 | $109K | Hold |
4,325
| – | – | ﹤0.01% | 322 |
|
|
2016
Q3 | $125K | Hold |
4,325
| – | – | ﹤0.01% | 313 |
|
|
2016
Q2 | $136K | Hold |
4,325
| – | – | ﹤0.01% | 297 |
|
|
2016
Q1 | $124K | Hold |
4,325
| – | – | ﹤0.01% | 294 |
|
|
2015
Q4 | $114K | Hold |
4,325
| – | – | ﹤0.01% | 329 |
|
|
2015
Q3 | $97K | Hold |
4,325
| – | – | ﹤0.01% | 360 |
|
|
2015
Q2 | $97K | Hold |
4,325
| – | – | ﹤0.01% | 360 |
|
|
2015
Q1 | $116K | Hold |
4,325
| – | – | ﹤0.01% | 350 |
|
|
2014
Q4 | $109K | Sell |
4,325
-15,099
| -78% | -$381K | ﹤0.01% | 349 |
|
|
2014
Q3 | $426K | Hold |
19,424
| – | – | 0.01% | 201 |
|
|
2014
Q2 | $446K | Hold |
19,424
| – | – | 0.01% | 203 |
|
|
2014
Q1 | $425K | Hold |
19,424
| – | – | 0.01% | 200 |
|
|
2013
Q4 | $384K | Hold |
19,424
| – | – | 0.01% | 209 |
|
|
2013
Q3 | $392K | Hold |
19,424
| – | – | 0.01% | 198 |
|
|
2013
Q2 | $416K | Buy |
+19,424
| New | +$416K | 0.01% | 204 |
|