Tobias Financial 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
2026 Q1	$264K	Buy	11,750 +99	+0.8%	+$2.18K	0.04%	118
2025 Q4	$236K	Buy	11,651 +56	+0.5%	+$1.16K	0.03%	132
2025 Q3	$253K	Sell	11,595 -3,295	-22%	-$71.6K	0.04%	110
2025 Q2	$313K	Buy	14,890 +100	+0.7%	+$2.07K	0.05%	96
2025 Q1	$314K	Buy	14,790 +100	+0.7%	+$2.18K	0.06%	87
2024 Q4	$344K	Buy	14,690 +89	+0.6%	+$2.16K	0.07%	82
2024 Q3	$339K	Buy	14,601 +83	+0.6%	+$1.83K	0.07%	81
2024 Q2	$283K	Buy	14,518 +125	+0.9%	+$2.34K	0.06%	84
2024 Q1	$282K	Buy	14,393 +97	+0.7%	+$1.93K	0.06%	81
2023 Q4	$305K	Buy	14,296 +120	+0.8%	+$2.27K	0.07%	75
2023 Q3	$249K	Buy	14,176 +100	+0.7%	+$1.94K	0.07%	79
2023 Q2	$278K	Buy	14,076 +94	+0.7%	+$1.77K	0.07%	77
2023 Q1	$273K	Buy	13,982 +99	+0.7%	+$2.04K	0.08%	69
2022 Q4	$294K	Sell	13,883 -2,952	-18%	-$62.1K	0.1%	69
2022 Q3	$310K	Buy	16,835 +88	+0.5%	+$1.86K	0.11%	68
2022 Q2	$331K	Buy	+16,747	New	+$385K	0.11%	66