OWA
Octavia Wealth Advisors’s Kroger KR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Sell |
25,088
-5,941
| -19% | -$426K | 0.2% | 51 |
|
|
2025
Q1 | $2.1M | Buy |
31,029
+6,295
| +25% | +$426K | 0.26% | 43 |
|
|
2024
Q4 | $1.51M | Buy |
24,734
+13
| +0.1% | +$795 | 0.18% | 56 |
|
|
2024
Q3 | $1.42M | Sell |
24,721
-166
| -0.7% | -$9.51K | 0.17% | 61 |
|
|
2024
Q2 | $1.24M | Buy |
24,887
+8,121
| +48% | +$405K | 0.17% | 63 |
|
|
2024
Q1 | $958K | Sell |
16,766
-7,030
| -30% | -$402K | 0.14% | 76 |
|
|
2023
Q4 | $1.09M | Sell |
23,796
-21,700
| -48% | -$992K | 0.19% | 70 |
|
|
2023
Q3 | $2.04M | Buy |
45,496
+21,632
| +91% | +$968K | 0.41% | 41 |
|
|
2023
Q2 | $1.12M | Buy |
23,864
+7,668
| +47% | +$360K | 0.23% | 61 |
|
|
2023
Q1 | $800K | Buy |
16,196
+12
| +0.1% | +$592 | 0.18% | 69 |
|
|
2022
Q4 | $721K | Sell |
16,184
-291
| -2% | -$13K | 0.18% | 70 |
|
|
2022
Q3 | $721K | Buy |
16,475
+2
| +0% | +$88 | 0.19% | 69 |
|
|
2022
Q2 | $778K | Buy |
16,473
+1,692
| +11% | +$79.9K | 0.2% | 71 |
|
|
2022
Q1 | $848K | Buy |
14,781
+788
| +6% | +$45.2K | 0.19% | 71 |
|
|
2021
Q4 | $633K | Buy |
13,993
+1,973
| +16% | +$89.3K | 0.14% | 88 |
|
|
2021
Q3 | $485K | Buy |
12,020
+2,147
| +22% | +$86.6K | 0.12% | 100 |
|
|
2021
Q2 | $378K | Sell |
9,873
-155
| -2% | -$5.93K | 0.1% | 112 |
|
|
2021
Q1 | $361K | Buy |
10,028
+205
| +2% | +$7.38K | 0.11% | 116 |
|
|
2020
Q4 | $312K | Buy |
+9,823
| New | +$312K | 0.1% | 123 |
|