Heritage Wealth Management (Ohio)’s Kroger KR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.59M	Sell	63,950 -148	-0.2%	-$10.6K	1.48%	9
2025 Q1	$4.34M	Sell	64,098 -228	-0.4%	-$15.4K	1.48%	11
2024 Q4	$3.93M	Sell	64,326 -219	-0.3%	-$13.4K	1.31%	11
2024 Q3	$3.7M	Buy	64,545 +3	+0%	+$172	1.21%	14
2024 Q2	$3.35M	Buy	+64,542	New	+$3.35M	1.12%	15