Atria Wealth Solutions’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
Q1
Sell
-9,628
Closed -$581K 1967
2024
Q4
$581K Sell
9,628
-29,204
-75% -$1.76M 0.01% 1180
2024
Q3
$2.2M Buy
38,832
+521
+1% +$29.5K 0.02% 592
2024
Q2
$1.88M Sell
38,311
-176
-0.5% -$8.64K 0.02% 642
2024
Q1
$1.94M Sell
38,487
-6,776
-15% -$341K 0.02% 650
2023
Q4
$2.37M Buy
45,263
+8,610
+23% +$451K 0.03% 547
2023
Q3
$1.53M Sell
36,653
-11,369
-24% -$475K 0.02% 645
2023
Q2
$1.96M Buy
48,022
+34,785
+263% +$1.42M 0.03% 573
2023
Q1
$581K Buy
13,237
+2,910
+28% +$128K 0.01% 1040
2022
Q4
$607K Buy
10,327
+1,415
+16% +$83.1K 0.01% 984
2022
Q3
$525K Sell
8,912
-709
-7% -$41.7K 0.01% 991
2022
Q2
$559K Sell
9,621
-2,858
-23% -$166K 0.01% 888
2022
Q1
$860K Buy
+12,479
New +$860K 0.01% 794