Montag & Associates’s Kroger KR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $282K | Hold |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $208K | Hold |
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|
2024
Q1 | $238K | Hold |
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|
2023
Q4 | $191K | Hold |
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|
2023
Q3 | $187K | Hold |
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|
2023
Q2 | $196K | Hold |
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|
2023
Q1 | $206K | Hold |
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|
2022
Q4 | $186K | Hold |
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|
2022
Q3 | $183K | Hold |
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|
2022
Q2 | $198K | Hold |
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|
2022
Q1 | $239K | Hold |
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|
2021
Q4 | $189K | Hold |
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|
2021
Q3 | $169K | Hold |
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|
2021
Q2 | $160K | Hold |
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|
2021
Q1 | $150K | Buy |
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|
2020
Q4 | $95K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $228K | Sell |
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|
2018
Q1 | $201K | Buy |
|