Elevation Wealth Partners’s State Street 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
Q4
$215K Sell
2025
Q3
$274K Sell
2025
Q2
$345K Buy
2025
Q1
$82.4K Sell
2024
Q4
$238K Hold
2024
Q3
$224K Hold
2024
Q2
$194K Sell
2024
Q1
$324K Sell
2023
Q4
$287K Buy