United Capital Financial Advisors’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 | $740K | Sell |
35,228
-2,094
| -6% | -$44K | 0.01% | 666 |
|
|
2025
Q1 | $793K | Sell |
37,322
-935
| -2% | -$19.9K | 0.01% | 612 |
|
|
2024
Q4 | $896K | Sell |
38,257
-2,611
| -6% | -$61.2K | 0.01% | 573 |
|
|
2024
Q3 | $949K | Sell |
40,868
-979
| -2% | -$22.7K | 0.01% | 555 |
|
|
2024
Q2 | $814K | Sell |
41,847
-2,807
| -6% | -$54.6K | 0.01% | 572 |
|
|
2024
Q1 | $876K | Sell |
44,654
-3,841
| -8% | -$75.3K | 0.01% | 586 |
|
|
2023
Q4 | $1.03M | Buy |
48,495
+4,603
| +10% | +$98.1K | 0.01% | 554 |
|
|
2023
Q3 | $772K | Sell |
43,892
-8,511
| -16% | -$150K | 0.01% | 559 |
|
|
2023
Q2 | $1.03M | Sell |
52,403
-1,013
| -2% | -$20K | 0.01% | 541 |
|
|
2023
Q1 | $1.04M | Sell |
53,416
-1,436
| -3% | -$28K | 0.01% | 563 |
|
|
2022
Q4 | $1.16M | Sell |
54,852
-2,281
| -4% | -$48.3K | 0.01% | 578 |
|
|
2022
Q3 | $1.05M | Sell |
57,133
-1,448
| -2% | -$26.7K | 0.01% | 601 |
|
|
2022
Q2 | $1.16M | Sell |
58,581
-1,526
| -3% | -$30.2K | 0.01% | 612 |
|
|
2022
Q1 | $1.49M | Buy |
60,107
+2,545
| +4% | +$62.9K | 0.01% | 580 |
|
|
2021
Q4 | $1.42M | Buy |
57,562
+12,187
| +27% | +$300K | 0.01% | 611 |
|
|
2021
Q3 | $942K | Buy |
45,375
+7,259
| +19% | +$151K | ﹤0.01% | 693 |
|
|
2021
Q2 | $795K | Buy |
38,116
+5,055
| +15% | +$105K | ﹤0.01% | 752 |
|
|
2021
Q1 | $620K | Buy |
33,061
+7,205
| +28% | +$135K | ﹤0.01% | 790 |
|
|
2020
Q4 | $388K | Sell |
25,856
-10,328
| -29% | -$155K | ﹤0.01% | 915 |
|
|
2020
Q3 | $407K | Sell |
36,184
-4,754
| -12% | -$53.5K | ﹤0.01% | 877 |
|
|
2020
Q2 | $526K | Sell |
40,938
-3,720
| -8% | -$47.8K | ﹤0.01% | 842 |
|
|
2020
Q1 | $432K | Sell |
44,658
-1,215
| -3% | -$11.8K | ﹤0.01% | 863 |
|
|
2019
Q4 | $950K | Buy |
45,873
+8,481
| +23% | +$176K | 0.01% | 793 |
|
|
2019
Q3 | $781K | Sell |
37,392
-2,483
| -6% | -$51.9K | 0.01% | 811 |
|
|
2019
Q2 | $737K | Sell |
39,875
-1,594
| -4% | -$29.5K | ﹤0.01% | 902 |
|
|
2019
Q1 | $767K | Buy |
41,469
+2,390
| +6% | +$44.2K | 0.01% | 843 |
|
|
2018
Q4 | $586K | Sell |
39,079
-357
| -0.9% | -$5.35K | ﹤0.01% | 866 |
|
|
2018
Q3 | $660K | Buy |
+39,436
| New | +$660K | ﹤0.01% | 898 |
|
|
2017
Q4 | – | Sell |
-38,942
| Closed | -$761K | – | 1335 |
|
|
2017
Q3 | $761K | Sell |
38,942
-7,237
| -16% | -$141K | 0.01% | 844 |
|
|
2017
Q2 | $847K | Buy |
46,179
+7,712
| +20% | +$141K | 0.01% | 808 |
|
|
2017
Q1 | $850K | Sell |
38,467
-1,277
| -3% | -$28.2K | 0.01% | 788 |
|
|
2016
Q4 | $1M | Buy |
39,744
+640
| +2% | +$16.1K | 0.01% | 754 |
|
|
2016
Q3 | $1.13M | Buy |
39,104
+30,380
| +348% | +$879K | 0.01% | 739 |
|
|
2016
Q2 | $270K | Buy |
8,724
+1,653
| +23% | +$51.2K | ﹤0.01% | 1065 |
|
|
2016
Q1 | $204K | Sell |
7,071
-6,310
| -47% | -$182K | ﹤0.01% | 1118 |
|
|
2015
Q4 | $354K | Buy |
+13,381
| New | +$354K | ﹤0.01% | 972 |
|
|
2015
Q2 | – | Sell |
-20,001
| Closed | -$482K | – | 1289 |
|
|
2015
Q1 | $482K | Buy |
20,001
+958
| +5% | +$23.1K | 0.01% | 904 |
|
|
2014
Q4 | $479K | Buy |
19,043
+8,348
| +78% | +$210K | 0.01% | 838 |
|
|
2014
Q3 | $234K | Buy |
+10,695
| New | +$234K | ﹤0.01% | 994 |
|