SWA
SOA Wealth Advisors’s Kimco Realty KIM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $324 | Hold |
15
| – | – | ﹤0.01% | 803 |
|
|
2025
Q1 | $323 | Hold |
15
| – | – | ﹤0.01% | 813 |
|
|
2024
Q4 | $352 | Hold |
15
| – | – | ﹤0.01% | 796 |
|
|
2024
Q3 | $345 | Hold |
15
| – | – | ﹤0.01% | 768 |
|
|
2024
Q2 | $287 | Hold |
15
| – | – | ﹤0.01% | 791 |
|
|
2024
Q1 | $285 | Buy |
15
+1
| +7% | +$19 | ﹤0.01% | 838 |
|
|
2023
Q4 | $306 | Hold |
14
| – | – | ﹤0.01% | 826 |
|
|
2023
Q3 | $250 | Hold |
14
| – | – | ﹤0.01% | 864 |
|
|
2023
Q2 | $277 | Hold |
14
| – | – | ﹤0.01% | 861 |
|
|
2023
Q1 | $271 | Hold |
14
| – | – | ﹤0.01% | 882 |
|
|
2022
Q4 | $290 | Buy |
14
+1
| +8% | +$21 | ﹤0.01% | 883 |
|
|
2022
Q3 | $0 | Hold |
13
| – | – | ﹤0.01% | 906 |
|
|
2022
Q2 | $0 | Sell |
13
-62
| -83% | – | ﹤0.01% | 922 |
|
|
2022
Q1 | $1K | Hold |
75
| – | – | ﹤0.01% | 854 |
|
|
2021
Q4 | $1K | Hold |
75
| – | – | ﹤0.01% | 828 |
|
|
2021
Q3 | $1K | Sell |
75
-17
| -18% | -$227 | ﹤0.01% | 846 |
|
|
2021
Q2 | $1K | Buy |
92
+90
| +4,500% | +$978 | ﹤0.01% | 826 |
|
|
2021
Q1 | $0 | Sell |
2
-45
| -96% | – | ﹤0.01% | 871 |
|
|
2020
Q4 | $0 | Buy |
+47
| New | – | ﹤0.01% | 841 |
|