Mount Yale Investment 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 | $109K | Sell |
1,525
-7,696
| -83% | -$552K | 0.01% | 637 |
|
|
2025
Q1 | $624K | Sell |
9,221
-2,029
| -18% | -$137K | 0.05% | 281 |
|
|
2024
Q4 | $688K | Sell |
11,250
-7,022
| -38% | -$429K | 0.06% | 281 |
|
|
2024
Q3 | $1.05M | Sell |
18,272
-583
| -3% | -$33.4K | 0.1% | 188 |
|
|
2024
Q2 | $941K | Sell |
18,855
-448
| -2% | -$22.4K | 0.07% | 219 |
|
|
2024
Q1 | $1.1M | Sell |
19,303
-23,090
| -54% | -$1.32M | 0.08% | 204 |
|
|
2023
Q4 | $1.94M | Buy |
42,393
+166
| +0.4% | +$7.59K | 0.18% | 126 |
|
|
2023
Q3 | $1.89M | Sell |
42,227
-2,509
| -6% | -$112K | 0.21% | 113 |
|
|
2023
Q2 | $2.1M | Sell |
44,736
-858
| -2% | -$40.3K | 0.22% | 100 |
|
|
2023
Q1 | $2.25M | Buy |
45,594
+23,579
| +107% | +$1.16M | 0.25% | 93 |
|
|
2022
Q4 | $981K | Buy |
+22,015
| New | +$981K | 0.11% | 185 |
|
|
2021
Q2 | – | Sell |
-155,075
| Closed | -$5.58M | – | 433 |
|
|
2021
Q1 | $5.58M | Sell |
155,075
-1,843
| -1% | -$66.3K | 0.73% | 31 |
|
|
2020
Q4 | $4.98M | Sell |
156,918
-9,173
| -6% | -$291K | 0.7% | 33 |
|
|
2020
Q3 | $5.63M | Sell |
166,091
-4,031
| -2% | -$137K | 0.8% | 14 |
|
|
2020
Q2 | $5.76M | Sell |
170,122
-109,018
| -39% | -$3.69M | 1.03% | 12 |
|
|
2020
Q1 | $8.41M | Sell |
279,140
-700
| -0.3% | -$21.1K | 1.9% | 7 |
|
|
2019
Q4 | $7.52M | Buy |
279,840
+1,349
| +0.5% | +$36.2K | 1.31% | 18 |
|
|
2019
Q3 | $7.52M | Sell |
278,491
-15,812
| -5% | -$427K | 1.35% | 17 |
|
|
2019
Q2 | $7.03M | Buy |
+294,303
| New | +$7.03M | 1.3% | 20 |
|