Berger Financial Group’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
$1.18M Sell
19,901
-1,192
-6% -$70.8K 0.08% 177
2025
Q1
$1.2M Sell
21,093
-3,111
-13% -$177K 0.08% 167
2024
Q4
$1.46M Sell
24,204
-10,769
-31% -$650K 0.1% 147
2024
Q3
$1.98M Sell
34,973
-8,304
-19% -$470K 0.14% 120
2024
Q2
$2.12M Sell
43,277
-7,410
-15% -$364K 0.17% 112
2024
Q1
$2.55M Buy
+50,687
New +$2.55M 0.21% 101