Heritage 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 | $2.8K | Sell |
39
-1,442
| -97% | -$103K | ﹤0.01% | 497 |
|
2025
Q1 | $100K | Sell |
1,481
-57
| -4% | -$3.86K | 0.01% | 245 |
|
2024
Q4 | $94K | Buy |
1,538
+16
| +1% | +$978 | ﹤0.01% | 253 |
|
2024
Q3 | $87.2K | Buy |
+1,522
| New | +$87.2K | ﹤0.01% | 276 |
|
2021
Q2 | – | Sell |
-3,504
| Closed | -$126K | – | 574 |
|
2021
Q1 | $126K | Sell |
3,504
-682
| -16% | -$24.5K | 0.01% | 240 |
|
2020
Q4 | $133K | Buy |
+4,186
| New | +$133K | 0.01% | 227 |
|
2019
Q2 | – | Sell |
-406
| Closed | -$9.99K | – | 468 |
|
2019
Q1 | $9.99K | Hold |
406
| – | – | ﹤0.01% | 360 |
|
2018
Q4 | $11K | Hold |
406
| – | – | ﹤0.01% | 305 |
|
2018
Q3 | $11K | Buy |
+406
| New | +$11K | ﹤0.01% | 298 |
|