Global Financial Private Client’s SPDR S&P Bank ETF KBE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-66
Closed -$3.5K 928
2025
Q1
$3.5K Hold
66
﹤0.01% 742
2024
Q4
$3.66K Hold
66
﹤0.01% 664
2024
Q3
$3.49K Hold
66
﹤0.01% 679
2024
Q2
$3.06K Hold
66
﹤0.01% 541
2024
Q1
$3.05K Hold
66
﹤0.01% 559
2023
Q4
$3.04K Hold
66
﹤0.01% 554
2023
Q3
$2.38K Hold
66
﹤0.01% 558
2023
Q2
$2.42K Hold
66
﹤0.01% 560
2023
Q1
$2.43K Hold
66
﹤0.01% 561
2022
Q4
$2.98K Hold
66
﹤0.01% 530
2022
Q3
$3K Hold
66
﹤0.01% 503
2022
Q2
$2.95K Sell
66
-36
-35% -$1.61K ﹤0.01% 487
2022
Q1
$5.29K Buy
102
+36
+55% +$1.87K ﹤0.01% 463
2021
Q4
$3.6K Hold
66
﹤0.01% 474
2021
Q3
$3.57K Hold
66
﹤0.01% 417
2021
Q2
$3.42K Hold
66
﹤0.01% 433
2021
Q1
$3.45K Hold
66
﹤0.01% 384
2020
Q4
$2.76K Buy
+66
New +$2.76K ﹤0.01% 393