Clearstead 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 | $93K | Buy |
1,566
+253
| +19% | +$15K | ﹤0.01% | 1081 |
|
|
2025
Q1 | $74.7K | Buy |
1,313
+7
| +0.5% | +$398 | ﹤0.01% | 1060 |
|
|
2024
Q4 | $78.8K | Sell |
1,306
-1,028
| -44% | -$62.1K | ﹤0.01% | 1067 |
|
|
2024
Q3 | $132K | Sell |
2,334
-1,009
| -30% | -$57.1K | ﹤0.01% | 962 |
|
|
2024
Q2 | $164K | Sell |
3,343
-78
| -2% | -$3.83K | ﹤0.01% | 874 |
|
|
2024
Q1 | $172K | Sell |
3,421
-5,050
| -60% | -$254K | 0.01% | 492 |
|
|
2023
Q4 | $444K | Sell |
8,471
-56,837
| -87% | -$2.98M | 0.02% | 323 |
|
|
2023
Q3 | $2.73M | Buy |
65,308
+33,029
| +102% | +$1.38M | 0.08% | 175 |
|
|
2023
Q2 | $1.32M | Buy |
32,279
+1,536
| +5% | +$62.7K | 0.08% | 177 |
|
|
2023
Q1 | $1.35M | Buy |
30,743
+30,543
| +15,272% | +$1.34M | 0.1% | 155 |
|
|
2022
Q4 | $11.7K | Buy |
+200
| New | +$11.7K | ﹤0.01% | 887 |
|