Arkadios Wealth 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 | $3.33M | Buy |
56,098
+24,630
| +78% | +$1.46M | 0.1% | 220 |
|
|
2025
Q1 | $1.79M | Buy |
31,468
+20,773
| +194% | +$1.18M | 0.07% | 315 |
|
|
2024
Q4 | $645K | Buy |
10,695
+1,332
| +14% | +$80.4K | 0.04% | 454 |
|
|
2024
Q3 | $530K | Buy |
9,363
+1,159
| +14% | +$65.6K | 0.03% | 520 |
|
|
2024
Q2 | $403K | Buy |
8,204
+128
| +2% | +$6.29K | 0.03% | 538 |
|
|
2024
Q1 | $406K | Buy |
8,076
+62
| +0.8% | +$3.12K | 0.03% | 442 |
|
|
2023
Q4 | $420K | Sell |
8,014
-35
| -0.4% | -$1.84K | 0.04% | 417 |
|
|
2023
Q3 | $336K | Buy |
+8,049
| New | +$336K | 0.03% | 451 |
|
|
2023
Q1 | – | Sell |
-6,108
| Closed | -$359K | – | 616 |
|
|
2022
Q4 | $359K | Buy |
6,108
+644
| +12% | +$37.8K | 0.05% | 356 |
|
|
2022
Q3 | $322K | Buy |
5,464
+1,998
| +58% | +$118K | 0.05% | 359 |
|
|
2022
Q2 | $201K | Sell |
3,466
-151
| -4% | -$8.76K | 0.03% | 510 |
|
|
2022
Q1 | $249K | Buy |
3,617
+635
| +21% | +$43.7K | 0.03% | 468 |
|
|
2021
Q4 | $211K | Buy |
2,982
+52
| +2% | +$3.68K | 0.03% | 534 |
|
|
2021
Q3 | $198K | Buy |
2,930
+187
| +7% | +$12.6K | 0.03% | 509 |
|
|
2021
Q2 | $179K | Buy |
2,743
+2,513
| +1,093% | +$164K | 0.02% | 562 |
|
|
2021
Q1 | $15K | Hold |
230
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q4 | $11K | Buy |
+230
| New | +$11K | ﹤0.01% | 932 |
|