EP Wealth Advisors’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 | $23.4M | Sell |
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|
2025
Q1 | $24.4M | Sell |
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|
2024
Q4 | $26.7M | Sell |
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|
2024
Q3 | $25.5M | Buy |
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|
2024
Q2 | $1.1M | Sell |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.16M | Buy |
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|
2023
Q2 | $2.12M | Sell |
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|
2023
Q1 | $5.04M | Buy |
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|
2022
Q4 | $3.06M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $32.5M | Buy |
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|
2022
Q1 | $38.3M | Buy |
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|
2021
Q4 | $36.9M | Buy |
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|
2021
Q3 | $33.5M | Buy |
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|
2021
Q2 | $28.2M | Buy |
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|
2021
Q1 | $24.8M | Buy |
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|
2020
Q3 | – | Hold |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $579K | Sell |
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|
2019
Q4 | $1.12M | Sell |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.23M | Sell |
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|
2018
Q4 | $1.48M | Sell |
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|
2018
Q3 | $4.07M | Sell |
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|
2018
Q2 | $4.25M | Sell |
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|
2018
Q1 | $4.22M | Buy |
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