Montag & Associates’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 | $5.26K | Hold |
250
| – | – | ﹤0.01% | 794 |
|
|
2025
Q1 | $5.31K | Hold |
250
| – | – | ﹤0.01% | 839 |
|
|
2024
Q4 | $5.86K | Hold |
250
| – | – | ﹤0.01% | 829 |
|
|
2024
Q3 | $5.81K | Hold |
250
| – | – | ﹤0.01% | 859 |
|
|
2024
Q2 | $4.87K | Hold |
250
| – | – | ﹤0.01% | 825 |
|
|
2024
Q1 | $4.9K | Sell |
250
-2,578
| -91% | -$50.6K | ﹤0.01% | 815 |
|
|
2023
Q4 | $60.3K | Hold |
2,828
| – | – | ﹤0.01% | 541 |
|
|
2023
Q3 | $49.7K | Hold |
2,828
| – | – | ﹤0.01% | 553 |
|
|
2023
Q2 | $55.8K | Hold |
2,828
| – | – | ﹤0.01% | 544 |
|
|
2023
Q1 | $55.2K | Hold |
2,828
| – | – | ﹤0.01% | 532 |
|
|
2022
Q4 | $59.9K | Hold |
2,828
| – | – | ﹤0.01% | 515 |
|
|
2022
Q3 | $52K | Hold |
2,828
| – | – | ﹤0.01% | 530 |
|
|
2022
Q2 | $56K | Hold |
2,828
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $70K | Hold |
2,828
| – | – | ﹤0.01% | 513 |
|
|
2021
Q4 | $70K | Hold |
2,828
| – | – | ﹤0.01% | 528 |
|
|
2021
Q3 | $59K | Hold |
2,828
| – | – | ﹤0.01% | 546 |
|
|
2021
Q2 | $59K | Hold |
2,828
| – | – | ﹤0.01% | 532 |
|
|
2021
Q1 | $53K | Hold |
2,828
| – | – | ﹤0.01% | 554 |
|
|
2020
Q4 | $42K | Buy |
+2,828
| New | +$42K | ﹤0.01% | 558 |
|
|
2019
Q1 | – | Sell |
-11,100
| Closed | -$163K | – | 311 |
|
|
2018
Q4 | $163K | Sell |
11,100
-8,000
| -42% | -$117K | 0.02% | 277 |
|
|
2018
Q3 | $320K | Buy |
+19,100
| New | +$320K | 0.03% | 271 |
|