EP Wealth Advisors’s Kroger KR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.55M Buy
35,529
+22,838
+180% +$1.64M 0.02% 366
2025
Q1
$859K Sell
12,691
-812
-6% -$55K 0.01% 544
2024
Q4
$826K Sell
13,503
-2,735
-17% -$167K 0.01% 554
2024
Q3
$930K Buy
16,238
+11,008
+210% +$631K 0.01% 516
2024
Q2
$261K Buy
5,230
+128
+3% +$6.39K ﹤0.01% 689
2024
Q1
$291K Buy
+5,102
New +$291K ﹤0.01% 633
2022
Q3
Sell
-2,913
Closed -$138K 494
2022
Q2
$138K Buy
+2,913
New +$138K ﹤0.01% 612