Congress Wealth Management’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 | $501K | Buy |
8,432
+4
| +0% | +$238 | ﹤0.01% | 924 |
|
|
2025
Q1 | $486K | Buy |
+8,428
| New | +$486K | 0.01% | 825 |
|
|
2023
Q1 | – | Sell |
-44,914
| Closed | -$2.64M | – | 569 |
|
|
2022
Q4 | $2.64M | Sell |
44,914
-2,723
| -6% | -$160K | 0.07% | 236 |
|
|
2022
Q3 | $2.81M | Sell |
47,637
-2,143
| -4% | -$126K | 0.08% | 240 |
|
|
2022
Q2 | $2.89M | Sell |
49,780
-4,780
| -9% | -$278K | 0.07% | 243 |
|
|
2022
Q1 | $3.76M | Sell |
54,560
-24,181
| -31% | -$1.67M | 0.08% | 240 |
|
|
2021
Q4 | $5.58M | Buy |
+78,741
| New | +$5.58M | 0.11% | 209 |
|