Kingswood 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 | $364K | Buy |
5,069
+1,005
| +25% | +$72.1K | 0.03% | 507 |
|
2025
Q1 | $276K | Sell |
4,064
-1,778
| -30% | -$121K | 0.03% | 575 |
|
2024
Q4 | $357K | Sell |
5,842
-6,238
| -52% | -$381K | 0.03% | 549 |
|
2024
Q3 | $691K | Buy |
12,080
+3,039
| +34% | +$174K | 0.05% | 375 |
|
2024
Q2 | $451K | Sell |
9,041
-1,681
| -16% | -$83.9K | 0.04% | 416 |
|
2024
Q1 | $613K | Buy |
10,722
+4,235
| +65% | +$242K | 0.07% | 294 |
|
2023
Q4 | $297K | Sell |
6,487
-6,818
| -51% | -$312K | 0.03% | 478 |
|
2023
Q3 | $595K | Buy |
+13,305
| New | +$595K | 0.1% | 212 |
|