Concurrent Investment 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
$220K Sell
3,707
-621
-14% -$36.9K ﹤0.01% 1217
2025
Q1
$246K Sell
4,328
-538
-11% -$30.6K 0.01% 1013
2024
Q4
$294K Buy
+4,866
New +$294K 0.01% 824