Trivant Custom Portfolio Group’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	–	Sell	-44,419	Closed	-$900K	–	86
2025 Q4	$900K	Sell	44,419 -2,104	-5%	-$43.7K	0.52%	54
2025 Q3	$1.02M	Sell	46,523 -1,545	-3%	-$33.6K	0.52%	56
2025 Q2	$1.01M	Sell	48,068 -276	-0.6%	-$5.72K	0.55%	53
2025 Q1	$1.03M	Buy	48,344 +2,052	+4%	+$44.8K	0.59%	50
2024 Q4	$1.08M	Buy	46,292 +2,796	+6%	+$67.7K	0.63%	38
2024 Q3	$1.01M	Buy	43,496 +5,859	+16%	+$129K	0.58%	45
2024 Q2	$732K	Sell	37,637 -55,132	-59%	-$1.03M	0.45%	46
2024 Q1	$1.82M	Buy	92,769 +9,762	+12%	+$194K	1.16%	35
2023 Q4	$1.77M	Sell	83,007 -11,718	-12%	-$221K	1.18%	36
2023 Q3	$1.67M	Sell	94,725 -1,779	-2%	-$34.5K	1.23%	36
2023 Q2	$1.9M	Buy	96,504 +133	+0.1%	+$2.51K	1.34%	34
2023 Q1	$1.88M	Buy	+96,371	New	+$1.98M	1.35%	34