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