Congress Wealth Management’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Congress Wealth Management’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$501K	Buy
2025 Q1	$486K	Buy
2023 Q1	–	Sell
2022 Q4	$2.64M	Sell
2022 Q3	$2.81M	Sell
2022 Q2	$2.89M	Sell
2022 Q1	$3.76M	Sell
2021 Q4	$5.58M	Buy