Jones Financial Companies’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 | $62.8K | Buy |
1,127
+363
| +48% | +$20.2K | ﹤0.01% | 2137 |
|
|
2025
Q1 | $40.1K | Sell |
764
-123
| -14% | -$6.46K | ﹤0.01% | 2149 |
|
|
2024
Q4 | $49.2K | Buy |
887
+807
| +1,009% | +$44.8K | ﹤0.01% | 1888 |
|
|
2024
Q3 | $4.19K | Sell |
80
-25
| -24% | -$1.31K | ﹤0.01% | 2494 |
|
|
2024
Q2 | $4.87K | Sell |
105
-30
| -22% | -$1.39K | ﹤0.01% | 1939 |
|
|
2024
Q1 | $6.36K | Buy |
+135
| New | +$6.36K | ﹤0.01% | 1138 |
|
|
2022
Q2 | – | Sell |
-300
| Closed | -$16K | – | 790 |
|
|
2022
Q1 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 461 |
|