Steward Partners Investment Advisory’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 | $503K | Buy |
22,382
+20,935
| +1,447% | +$461K | ﹤0.01% | 1527 |
|
|
2025
Q4 | $29.3K | Sell |
1,447
-82
| -5% | -$1.7K | ﹤0.01% | 2958 |
|
|
2025
Q3 | $33.4K | Hold |
1,529
| – | – | ﹤0.01% | 2813 |
|
|
2025
Q2 | $32.1K | Sell |
1,529
-447
| -23% | -$9.27K | ﹤0.01% | 2701 |
|
|
2025
Q1 | $42K | Buy |
1,976
+379
| +24% | +$8.27K | ﹤0.01% | 2474 |
|
|
2024
Q4 | $37.4K | Buy |
1,597
+49
| +3% | +$1.19K | ﹤0.01% | 2492 |
|
|
2024
Q3 | $35.9K | Sell |
1,548
-18
| -1% | -$397 | ﹤0.01% | 2400 |
|
|
2024
Q2 | $30.5K | Sell |
1,566
-211
| -12% | -$3.95K | ﹤0.01% | 2329 |
|
|
2024
Q1 | $34.8K | Sell |
1,777
-221
| -11% | -$4.4K | ﹤0.01% | 2277 |
|
|
2023
Q4 | $42.6K | Sell |
1,998
-301
| -13% | -$5.68K | ﹤0.01% | 2067 |
|
|
2023
Q3 | $40.4K | Buy |
2,299
+1,337
| +139% | +$26K | ﹤0.01% | 2001 |
|
|
2023
Q2 | $19K | Hold |
962
| – | – | ﹤0.01% | 2318 |
|
|
2023
Q1 | $18.8K | Sell |
962
-2
| -0.2% | -$41 | ﹤0.01% | 2270 |
|
|
2022
Q4 | $20.4K | Buy |
964
+332
| +53% | +$6.98K | ﹤0.01% | 2224 |
|
|
2022
Q3 | $12K | Hold |
632
| – | – | ﹤0.01% | 2449 |
|
|
2022
Q2 | $12K | Hold |
632
| – | – | ﹤0.01% | 2450 |
|
|
2022
Q1 | $16K | Hold |
632
| – | – | ﹤0.01% | 2469 |
|
|
2021
Q4 | $16K | Buy |
632
+183
| +41% | +$4.23K | ﹤0.01% | 2414 |
|
|
2021
Q3 | $9K | Buy |
449
+387
| +624% | +$8.27K | ﹤0.01% | 2632 |
|
|
2021
Q2 | $1K | Sell |
62
-5,938
| -99% | -$123K | ﹤0.01% | 6971 |
|
|
2021
Q1 | $113K | Buy |
+6,000
| New | +$106K | ﹤0.01% | 1559 |
|
|
2020
Q1 | – | Sell |
-168
| Closed | -$3K | – | 2605 |
|
|
2019
Q4 | $3K | Sell |
168
-175
| -51% | -$3.67K | ﹤0.01% | 2357 |
|
|
2019
Q3 | $7K | Hold |
343
| – | – | ﹤0.01% | 2132 |
|
|
2019
Q2 | $6K | Buy |
+343
| New | +$6.21K | ﹤0.01% | 2159 |
|
|
2018
Q4 | – | Sell |
-428
| Closed | -$7K | – | 1503 |
|
|
2018
Q3 | $7K | Buy |
428
+1
| +0.2% | +$17 | ﹤0.01% | 2017 |
|
|
2018
Q2 | $7K | Buy |
427
+84
| +24% | +$1.27K | ﹤0.01% | 1876 |
|
|
2018
Q1 | $4K | Buy |
+343
| New | +$5.28K | ﹤0.01% | 1851 |
|
Other funds holding KIM
VPM
VCM
