Caldwell Trust’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Buy |
23,005
+2,114
|
|
||||
|
2025
Q1 | $1.41M | Buy |
20,891
+3,875
|
|
||||
|
2024
Q4 | $1.04M | Buy |
17,016
+5,085
|
|
||||
|
2024
Q3 | $684K | Buy |
11,931
+9,805
|
|
||||
|
2024
Q2 | $106K | Buy |
2,126
+1,326
|
|
||||
|
2024
Q1 | $45.7K | Hold |
800
|
|
||||
|
2023
Q4 | $36.6K | Hold |
800
|
|
||||
|
2023
Q3 | $35.8K | Hold |
800
|
|
||||
|
2023
Q2 | $37.6K | Sell |
800
-168
|
|
||||
|
2023
Q1 | $47.8K | Sell |
968
-2,400
|
|
||||
|
2022
Q4 | $150K | Hold |
3,368
|
|
||||
|
2022
Q3 | $147K | Hold |
3,368
|
|
||||
|
2022
Q2 | $159K | Hold |
3,368
|
|
||||
|
2022
Q1 | $193K | Hold |
3,368
|
|
||||
|
2021
Q4 | $152K | Hold |
3,368
|
|
||||
|
2021
Q3 | $136K | Hold |
3,368
|
|
||||
|
2021
Q2 | $129K | Hold |
3,368
|
|
||||
|
2021
Q1 | $121K | Hold |
3,368
|
|
||||
|
2020
Q4 | $107K | Hold |
3,368
|
|
||||
|
2020
Q3 | $114K | Hold |
3,368
|
|
||||
|
2020
Q2 | $114K | Hold |
3,368
|
|
||||
|
2020
Q1 | $101K | Sell |
3,368
-657
|
|
||||
|
2019
Q4 | $117K | Buy |
+4,025
|
|