Heritage Trust’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Sell |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q2 | $1.32M | Hold |
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|
2024
Q1 | $1.51M | Sell |
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|
2023
Q4 | $1.21M | Hold |
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|
2023
Q3 | $1.19M | Buy |
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|
2023
Q2 | $1.24M | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $11K | Hold |
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|
2018
Q3 | $12K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1K | Hold |
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|
2017
Q2 | $2K | Hold |
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|
2017
Q1 | $2K | Buy |
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