Kingsview Wealth Management’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
$281K Hold
4,733
﹤0.01% 967
2025
Q1
$269K Sell
4,733
-500
-10% -$28.4K 0.01% 930
2024
Q4
$316K Hold
5,233
0.01% 883
2024
Q3
$296K Hold
5,233
0.01% 892
2024
Q2
$257K Hold
5,233
0.01% 895
2024
Q1
$263K Sell
5,233
-800
-13% -$40.2K 0.01% 869
2023
Q4
$316K Buy
6,033
+150
+3% +$7.86K 0.01% 746
2023
Q3
$246K Sell
5,883
-169
-3% -$7.06K 0.01% 819
2023
Q2
$247K Buy
+6,052
New +$247K 0.01% 801
2022
Q2
Sell
-4,378
Closed -$302K 874
2022
Q1
$302K Buy
+4,378
New +$302K 0.01% 698
2021
Q3
Sell
-10,057
Closed -$665K 886
2021
Q2
$665K Buy
+10,057
New +$665K 0.03% 483
2019
Q2
Sell
-4,762
Closed -$244K 448
2019
Q1
$244K Hold
4,762
0.04% 393
2018
Q4
$223K Sell
4,762
-209
-4% -$9.79K 0.05% 325
2018
Q3
$295K Buy
4,971
+496
+11% +$29.4K 0.06% 290
2018
Q2
$273K Buy
4,475
+12
+0.3% +$732 0.07% 276
2018
Q1
$270K Buy
4,463
+428
+11% +$25.9K 0.07% 268
2017
Q4
$237K Buy
+4,035
New +$237K 0.08% 277
2017
Q3
Sell
-4,042
Closed -$222K 285
2017
Q2
$222K Sell
4,042
-67
-2% -$3.68K 0.11% 228
2017
Q1
$224K Buy
+4,109
New +$224K 0.13% 202