Allworth Financial’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
$101K Buy
1,708
+4
+0.2% +$238 ﹤0.01% 1536
2025
Q1
$92.8K Buy
1,704
+3
+0.2% +$163 ﹤0.01% 1257
2024
Q4
$107K Buy
1,701
+840
+98% +$53K ﹤0.01% 1229
2024
Q3
$48.7K Hold
861
﹤0.01% 1422
2024
Q2
$48.2K Buy
861
+1
+0.1% +$56 ﹤0.01% 1404
2024
Q1
$43.2K Sell
860
-450
-34% -$22.6K ﹤0.01% 1352
2023
Q4
$68.7K Buy
1,310
+900
+220% +$47.2K ﹤0.01% 1070
2023
Q3
$17.1K Sell
410
-3,806
-90% -$159K ﹤0.01% 1621
2023
Q2
$172K Buy
4,216
+4,066
+2,711% +$166K ﹤0.01% 742
2023
Q1
$6.58K Sell
150
-33
-18% -$1.45K ﹤0.01% 1938
2022
Q4
$10.7K Buy
183
+33
+22% +$1.94K ﹤0.01% 1664
2022
Q3
$9K Hold
150
﹤0.01% 1701
2022
Q2
$9K Sell
150
-63
-30% -$3.78K ﹤0.01% 1607
2022
Q1
$15K Sell
213
-181
-46% -$12.7K ﹤0.01% 1360
2021
Q4
$28K Hold
394
﹤0.01% 1000
2021
Q3
$27K Buy
394
+228
+137% +$15.6K ﹤0.01% 932
2021
Q2
$11K Buy
166
+16
+11% +$1.06K ﹤0.01% 1021
2021
Q1
$10K Hold
150
﹤0.01% 984
2020
Q4
$8K Hold
150
﹤0.01% 884
2020
Q3
$5K Sell
150
-100
-40% -$3.33K ﹤0.01% 847
2020
Q2
$10K Buy
+250
New +$10K ﹤0.01% 728