Grimes & Company’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$474K	Buy	7,983 +2,512	+46%	+$149K	0.01%	274
2025 Q1	$311K	Buy	5,471 +6	+0.1%	+$341	0.01%	287
2024 Q4	$330K	Buy	5,465 +6	+0.1%	+$362	0.01%	298
2024 Q3	$309K	Buy	5,459 +6	+0.1%	+$340	0.01%	285
2024 Q2	$268K	Buy	5,453 +6	+0.1%	+$295	0.01%	284
2024 Q1	$274K	Sell	5,447 -137,783	-96%	-$6.93M	0.01%	281
2023 Q4	$7.51M	Buy	143,230 +138,225	+2,762%	+$7.25M	0.25%	83
2023 Q3	$209K	Sell	5,005 -7,006	-58%	-$293K	0.01%	273
2023 Q2	$490K	Sell	12,011 -400	-3%	-$16.3K	0.02%	209
2023 Q1	$544K	Buy	+12,411	New	+$544K	0.02%	196