Kapstone Financial 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 | $366K | Sell |
5,098
-449
| -8% | -$32.2K | 0.18% | 69 |
|
2025
Q1 | $375K | Sell |
5,547
-152
| -3% | -$10.3K | 0.21% | 69 |
|
2024
Q4 | $348K | Sell |
5,699
-248
| -4% | -$15.1K | 0.19% | 70 |
|
2024
Q3 | $336K | Sell |
5,947
-50
| -0.8% | -$2.83K | 0.2% | 73 |
|
2024
Q2 | $299K | Hold |
5,997
| – | – | 0.2% | 80 |
|
2024
Q1 | $343K | Buy |
5,997
+100
| +2% | +$5.71K | 0.23% | 77 |
|
2023
Q4 | $274K | Hold |
5,897
| – | – | 0.21% | 84 |
|
2023
Q3 | $264K | Buy |
5,897
+163
| +3% | +$7.29K | 0.24% | 75 |
|
2023
Q2 | $278K | Buy |
+5,734
| New | +$278K | 0.23% | 76 |
|