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 |
|