AE Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $121K | Sell |
2,042
-442
| -18% | -$26.2K | ﹤0.01% | 1434 |
|
|
2025
Q1 | $141K | Sell |
2,484
-446
| -15% | -$25.4K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $177K | Buy |
+2,930
| New | +$177K | ﹤0.01% | 1303 |
|
|
2024
Q1 | – | Sell |
-162,834
| Closed | -$8.49M | – | 1614 |
|
|
2023
Q4 | $8.49M | Buy |
162,834
+155,030
| +1,987% | +$8.08M | 0.04% | 442 |
|
|
2023
Q3 | $326K | Buy |
+7,804
| New | +$326K | ﹤0.01% | 1581 |
|
|
2023
Q2 | – | Sell |
-4,653
| Closed | -$204K | – | 1984 |
|
|
2023
Q1 | $204K | Sell |
4,653
-5,141
| -52% | -$225K | ﹤0.01% | 1735 |
|
|
2022
Q4 | $575K | Sell |
9,794
-2,124
| -18% | -$125K | ﹤0.01% | 1235 |
|
|
2022
Q3 | $702K | Buy |
11,918
+2,169
| +22% | +$128K | 0.01% | 1081 |
|
|
2022
Q2 | $566K | Sell |
9,749
-41,965
| -81% | -$2.44M | ﹤0.01% | 1134 |
|
|
2022
Q1 | $3.56M | Buy |
51,714
+11,898
| +30% | +$820K | 0.02% | 537 |
|
|
2021
Q4 | $2.82M | Buy |
39,816
+8,638
| +28% | +$612K | 0.02% | 590 |
|
|
2021
Q3 | $2.11M | Buy |
31,178
+3,610
| +13% | +$245K | 0.02% | 627 |
|
|
2021
Q2 | $1.81M | Buy |
27,568
+24,369
| +762% | +$1.6M | 0.02% | 668 |
|
|
2021
Q1 | $212K | Buy |
+3,199
| New | +$212K | ﹤0.01% | 1387 |
|
|
2020
Q3 | – | Sell |
-7,034
| Closed | -$270K | – | 1309 |
|
|
2020
Q2 | $270K | Sell |
7,034
-1,238
| -15% | -$47.5K | ﹤0.01% | 1057 |
|
|
2020
Q1 | $270K | Sell |
8,272
-6,604
| -44% | -$216K | 0.01% | 905 |
|
|
2019
Q4 | $867K | Sell |
14,876
-803
| -5% | -$46.8K | 0.02% | 559 |
|
|
2019
Q3 | $828K | Sell |
15,679
-5,506
| -26% | -$291K | 0.02% | 494 |
|
|
2019
Q2 | $1.13M | Buy |
21,185
+11,557
| +120% | +$618K | 0.03% | 372 |
|
|
2019
Q1 | $494K | Sell |
9,628
-6,193
| -39% | -$318K | 0.03% | 342 |
|
|
2018
Q4 | $740K | Sell |
15,821
-13,541
| -46% | -$633K | 0.13% | 186 |
|
|
2018
Q3 | $1.75M | Buy |
29,362
+22,342
| +318% | +$1.33M | 0.1% | 150 |
|
|
2018
Q2 | $428K | Buy |
7,020
+2,215
| +46% | +$135K | 0.03% | 278 |
|
|
2018
Q1 | $290K | Sell |
4,805
-2,845
| -37% | -$172K | 0.02% | 333 |
|
|
2017
Q4 | $450K | Buy |
7,650
+3,522
| +85% | +$207K | 0.04% | 248 |
|
|
2017
Q3 | $234K | Sell |
4,128
-1,623
| -28% | -$92K | 0.02% | 357 |
|
|
2017
Q2 | $316K | Buy |
5,751
+1,931
| +51% | +$106K | 0.04% | 288 |
|
|
2017
Q1 | $209K | Buy |
+3,820
| New | +$209K | 0.04% | 257 |
|