Annis Gardner Whiting Capital Advisors’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 | $150K | Sell |
2,519
-707
| -22% | -$42K | 0.05% | 247 |
|
|
2025
Q1 | $183K | Buy |
3,226
+227
| +8% | +$12.9K | 0.08% | 196 |
|
|
2024
Q4 | $181K | Hold |
2,999
| – | – | 0.05% | 212 |
|
|
2024
Q3 | $170K | Sell |
2,999
-255
| -8% | -$14.4K | 0.05% | 227 |
|
|
2024
Q2 | $160K | Hold |
3,254
| – | – | 0.05% | 236 |
|
|
2024
Q1 | $164K | Buy |
3,254
+497
| +18% | +$25K | 0.06% | 213 |
|
|
2023
Q4 | $145K | Buy |
2,757
+36
| +1% | +$1.89K | 0.06% | 185 |
|
|
2023
Q3 | $114K | Buy |
+2,721
| New | +$114K | 0.06% | 190 |
|