Essex Financial Services’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
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|
2025
Q1 | $222K | Sell |
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|
2024
Q4 | $288K | Buy |
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|
2024
Q3 | $229K | Sell |
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|
2024
Q2 | $257K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $245K | Hold |
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|
2022
Q4 | $298K | Hold |
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|
2022
Q3 | $293K | Sell |
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|
2022
Q2 | $295K | Hold |
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|
2022
Q1 | $351K | Sell |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $360K | Buy |
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|
2021
Q2 | $332K | Hold |
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|
2021
Q1 | $332K | Buy |
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|
2020
Q4 | $250K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $909K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.04M | Hold |
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|
2017
Q1 | $1.03M | Buy |
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|
2016
Q4 | $651K | Buy |
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