Delap Wealth Advisory’s Kroger KR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $380K | Hold |
5,299
| – | – | 0.18% | 55 |
|
2025
Q1 | $359K | Hold |
5,299
| – | – | 0.2% | 54 |
|
2024
Q4 | $324K | Hold |
5,299
| – | – | 0.19% | 54 |
|
2024
Q3 | $304K | Hold |
5,299
| – | – | 0.19% | 46 |
|
2024
Q2 | $265K | Sell |
5,299
-11,500
| -68% | -$574K | 0.12% | 88 |
|
2024
Q1 | $960K | Sell |
16,799
-14,114
| -46% | -$806K | 0.39% | 42 |
|
2023
Q4 | $1.41M | Buy |
+30,913
| New | +$1.41M | 0.64% | 29 |
|