EFG
Ethos Financial Group’s Kroger KR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-1,425
| Closed | -$87.1K | – | 476 |
|
2024
Q4 | $87.1K | Buy |
+1,425
| New | +$87.1K | 0.01% | 333 |
|
2024
Q3 | – | Sell |
-14,594
| Closed | -$729K | – | 314 |
|
2024
Q2 | $729K | Buy |
14,594
+4,634
| +47% | +$231K | 0.13% | 99 |
|
2024
Q1 | $569K | Buy |
9,960
+2,198
| +28% | +$126K | 0.11% | 135 |
|
2023
Q4 | $355K | Sell |
7,762
-244
| -3% | -$11.2K | 0.08% | 170 |
|
2023
Q3 | $358K | Sell |
8,006
-121
| -1% | -$5.42K | 0.09% | 117 |
|
2023
Q2 | $401K | Hold |
8,127
| – | – | 0.14% | 83 |
|
2023
Q1 | $401K | Buy |
8,127
+237
| +3% | +$11.7K | 0.12% | 99 |
|
2022
Q4 | $352K | Buy |
+7,890
| New | +$352K | 0.12% | 94 |
|