Everhart Financial Group’s Kroger KR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $773K | Buy |
10,780
+1,125
| +12% | +$80.7K | 0.09% | 159 |
|
2025
Q1 | $654K | Buy |
9,655
+1,312
| +16% | +$88.8K | 0.09% | 159 |
|
2024
Q4 | $510K | Buy |
8,343
+908
| +12% | +$55.5K | 0.11% | 182 |
|
2024
Q3 | $426K | Buy |
7,435
+586
| +9% | +$33.6K | 0.09% | 212 |
|
2024
Q2 | $342K | Buy |
6,849
+2,124
| +45% | +$106K | 0.09% | 210 |
|
2024
Q1 | $270K | Buy |
+4,725
| New | +$270K | 0.08% | 227 |
|
2023
Q4 | – | Sell |
-4,555
| Closed | -$204K | – | 247 |
|
2023
Q3 | $204K | Sell |
4,555
-155
| -3% | -$6.94K | 0.09% | 207 |
|
2023
Q2 | $221K | Buy |
4,710
+380
| +9% | +$17.9K | 0.09% | 194 |
|
2023
Q1 | $214K | Buy |
+4,330
| New | +$214K | 0.1% | 190 |
|
2022
Q4 | – | Sell |
-5,821
| Closed | -$255K | – | 212 |
|
2022
Q3 | $255K | Sell |
5,821
-575
| -9% | -$25.2K | 0.14% | 148 |
|
2022
Q2 | $303K | Buy |
+6,396
| New | +$303K | 0.18% | 119 |
|