Keystone Financial Group (Kentucky)’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$246K Sell
4,141
-828
-17% -$49.2K 0.02% 361
2025
Q1
$284K Sell
4,969
-20
-0.4% -$1.15K 0.03% 305
2024
Q4
$304K Buy
4,989
+828
+20% +$50.4K 0.03% 293
2024
Q3
$236K Buy
+4,161
New +$236K 0.03% 326
2024
Q2
Sell
-4,311
Closed -$217K 241
2024
Q1
$217K Sell
4,311
-1,405
-25% -$70.6K 0.03% 316
2023
Q4
$300K Sell
5,716
-7,119
-55% -$373K 0.05% 216
2023
Q3
$536K Buy
12,835
+100
+0.8% +$4.18K 0.09% 147
2023
Q2
$520K Buy
+12,735
New +$520K 0.09% 151
2022
Q4
$654K Hold
11,135
0.13% 122
2022
Q3
$656K Buy
11,135
+75
+0.7% +$4.42K 0.13% 123
2022
Q2
$642K Buy
11,060
+20
+0.2% +$1.16K 0.13% 129
2022
Q1
$761K Buy
11,040
+130
+1% +$8.96K 0.13% 124
2021
Q4
$773K Buy
10,910
+405
+4% +$28.7K 0.13% 126
2021
Q3
$712K Buy
10,505
+165
+2% +$11.2K 0.13% 131
2021
Q2
$678K Buy
10,340
+50
+0.5% +$3.28K 0.12% 138
2021
Q1
$683K Buy
10,290
+720
+8% +$47.8K 0.13% 133
2020
Q4
$497K Buy
9,570
+280
+3% +$14.5K 0.1% 142
2020
Q3
$331K Hold
9,290
0.08% 168
2020
Q2
$357K Sell
9,290
-35
-0.4% -$1.35K 0.1% 156
2020
Q1
$304K Sell
9,325
-828
-8% -$27K 0.1% 150
2019
Q4
$591K Buy
10,153
+208
+2% +$12.1K 0.16% 114
2019
Q3
$525K Sell
9,945
-482
-5% -$25.4K 0.16% 117
2019
Q2
$557K Sell
10,427
-166
-2% -$8.87K 0.18% 114
2019
Q1
$544K Sell
10,593
-140
-1% -$7.19K 0.19% 113
2018
Q4
$502K Buy
10,733
+5,770
+116% +$270K 0.23% 108
2018
Q3
$292K Buy
+4,963
New +$292K 0.12% 146