Corient Private Wealth’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$499K Sell
2025
Q1
$580K Sell
2024
Q4
$676K Sell
2024
Q3
$866K Sell
2024
Q2
$5.27M Sell
2024
Q1
$5.65M Buy
2023
Q4
$5.85M Buy
2023
Q3
$4.56M Buy
2023
Q2
$4.38M Buy
2023
Q1
$4.35M Buy