Avantax Advisory Services’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 | $399K | Sell |
6,723
-305
| -4% | -$18.1K | ﹤0.01% | 1724 |
|
|
2025
Q1 | $400K | Sell |
7,028
-197
| -3% | -$11.2K | ﹤0.01% | 1658 |
|
|
2024
Q4 | $436K | Sell |
7,225
-1,612
| -18% | -$97.3K | ﹤0.01% | 1535 |
|
|
2024
Q3 | $500K | Sell |
8,837
-888
| -9% | -$50.3K | ﹤0.01% | 1406 |
|
|
2024
Q2 | $477K | Buy |
9,725
+332
| +4% | +$16.3K | ﹤0.01% | 1393 |
|
|
2024
Q1 | $472K | Sell |
9,393
-2,321
| -20% | -$117K | ﹤0.01% | 1066 |
|
|
2023
Q4 | $614K | Buy |
11,714
+6,231
| +114% | +$327K | 0.01% | 905 |
|
|
2023
Q3 | $229K | Sell |
5,483
-5,966
| -52% | -$249K | ﹤0.01% | 1352 |
|
|
2023
Q2 | $467K | Buy |
11,449
+5,220
| +84% | +$213K | 0.01% | 967 |
|
|
2023
Q1 | $273K | Buy |
6,229
+1,685
| +37% | +$73.9K | ﹤0.01% | 1201 |
|
|
2022
Q4 | $267K | Buy |
4,544
+994
| +28% | +$58.4K | ﹤0.01% | 1165 |
|
|
2022
Q3 | $209K | Sell |
3,550
-3,208
| -47% | -$189K | ﹤0.01% | 1194 |
|
|
2022
Q2 | $393K | Sell |
6,758
-310
| -4% | -$18K | 0.01% | 883 |
|
|
2022
Q1 | $488K | Buy |
7,068
+3,865
| +121% | +$267K | 0.01% | 800 |
|
|
2021
Q4 | $227K | Buy |
+3,203
| New | +$227K | ﹤0.01% | 1110 |
|