LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Kroger KR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.1K | Hold |
252
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $18.1K | Hold |
252
| – | – | ﹤0.01% | 451 |
|
|
2024
Q4 | $15.2K | Hold |
252
| – | – | ﹤0.01% | 467 |
|
|
2024
Q3 | $14.3K | Sell |
252
-285
| -53% | -$16.2K | ﹤0.01% | 480 |
|
|
2024
Q2 | $28.8K | Sell |
537
-106
| -16% | -$5.68K | ﹤0.01% | 430 |
|
|
2024
Q1 | $36.6K | Buy |
643
+106
| +20% | +$6.04K | ﹤0.01% | 419 |
|
|
2023
Q4 | $24.8K | Hold |
537
| – | – | ﹤0.01% | 449 |
|
|
2023
Q3 | $24.4K | Hold |
537
| – | – | ﹤0.01% | 467 |
|
|
2023
Q2 | $25.2K | Hold |
537
| – | – | ﹤0.01% | 484 |
|
|
2023
Q1 | $26.5K | Sell |
537
-741
| -58% | -$36.6K | ﹤0.01% | 455 |
|
|
2022
Q4 | $57K | Sell |
1,278
-317
| -20% | -$14.1K | ﹤0.01% | 389 |
|
|
2022
Q3 | $70K | Hold |
1,595
| – | – | ﹤0.01% | 379 |
|
|
2022
Q2 | $75K | Hold |
1,595
| – | – | ﹤0.01% | 390 |
|
|
2022
Q1 | $92K | Sell |
1,595
-303
| -16% | -$17.5K | ﹤0.01% | 385 |
|
|
2021
Q4 | $86K | Hold |
1,898
| – | – | ﹤0.01% | 408 |
|
|
2021
Q3 | $77K | Sell |
1,898
-495
| -21% | -$20.1K | ﹤0.01% | 417 |
|
|
2021
Q2 | $92K | Buy |
+2,393
| New | +$92K | ﹤0.01% | 410 |
|
|
2021
Q1 | – | Sell |
-1,810
| Closed | -$57K | – | 520 |
|
|
2020
Q4 | $57K | Buy |
1,810
+840
| +87% | +$26.5K | ﹤0.01% | 412 |
|
|
2020
Q3 | $33K | Sell |
970
-583
| -38% | -$19.8K | ﹤0.01% | 433 |
|
|
2020
Q2 | $53K | Hold |
1,553
| – | – | ﹤0.01% | 375 |
|
|
2020
Q1 | $47K | Hold |
1,553
| – | – | ﹤0.01% | 382 |
|
|
2019
Q4 | $45K | Sell |
1,553
-424
| -21% | -$12.3K | ﹤0.01% | 427 |
|
|
2019
Q3 | $51K | Sell |
1,977
-420
| -18% | -$10.8K | ﹤0.01% | 404 |
|
|
2019
Q2 | $52K | Sell |
2,397
-99
| -4% | -$2.15K | ﹤0.01% | 400 |
|
|
2019
Q1 | $61K | Buy |
2,496
+66
| +3% | +$1.61K | ﹤0.01% | 382 |
|
|
2018
Q4 | $67K | Buy |
2,430
+424
| +21% | +$11.7K | ﹤0.01% | 374 |
|
|
2018
Q3 | $58K | Hold |
2,006
| – | – | ﹤0.01% | 410 |
|
|
2018
Q2 | $57K | Sell |
2,006
-2,780
| -58% | -$79K | ﹤0.01% | 416 |
|
|
2018
Q1 | $115K | Sell |
4,786
-520
| -10% | -$12.5K | ﹤0.01% | 350 |
|
|
2017
Q4 | $146K | Hold |
5,306
| – | – | ﹤0.01% | 315 |
|
|
2017
Q3 | $106K | Buy |
5,306
+33
| +0.6% | +$659 | ﹤0.01% | 349 |
|
|
2017
Q2 | $129K | Buy |
5,273
+4,390
| +497% | +$107K | ﹤0.01% | 322 |
|
|
2017
Q1 | $26K | Hold |
883
| – | – | ﹤0.01% | 476 |
|
|
2016
Q4 | $30K | Sell |
883
-2,280
| -72% | -$77.5K | ﹤0.01% | 442 |
|
|
2016
Q3 | $94K | Sell |
3,163
-83
| -3% | -$2.47K | ﹤0.01% | 340 |
|
|
2016
Q2 | $119K | Buy |
3,246
+800
| +33% | +$29.3K | ﹤0.01% | 312 |
|
|
2016
Q1 | $94K | Buy |
2,446
+166
| +7% | +$6.38K | ﹤0.01% | 318 |
|
|
2015
Q4 | $95K | Buy |
2,280
+1,140
| +100% | +$47.5K | ﹤0.01% | 346 |
|
|
2015
Q3 | $83K | Hold |
1,140
| – | – | ﹤0.01% | 372 |
|
|
2015
Q2 | $83K | Buy |
+1,140
| New | +$83K | ﹤0.01% | 372 |
|