Phillips Financial Management’s Kroger KR Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $521K | Sell |
7,260
-162
| -2% | -$11.6K | 0.04% | 140 |
|
2025
Q1 | $502K | Buy |
7,422
+3,929
| +112% | +$266K | 0.04% | 136 |
|
2024
Q4 | $214K | Sell |
3,493
-16
| -0.5% | -$978 | 0.02% | 171 |
|
2024
Q3 | $201K | Buy |
+3,509
| New | +$201K | 0.02% | 181 |
|
2024
Q2 | – | Sell |
-3,954
| Closed | -$226K | – | 274 |
|
2024
Q1 | $226K | Buy |
+3,954
| New | +$226K | 0.02% | 168 |
|