KMG Fiduciary Partners’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $220K | Hold |
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|
2024
Q4 | $233K | Hold |
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|
2024
Q3 | $219K | Sell |
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|
2024
Q2 | $229K | Hold |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $427K | Sell |
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|
2023
Q3 | $361K | Buy |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $636K | Sell |
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|
2022
Q3 | $680K | Sell |
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|
2022
Q2 | $706K | Sell |
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|
2022
Q1 | $856K | Hold |
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|
2021
Q4 | $881K | Sell |
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|
2021
Q3 | $876K | Buy |
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|
2021
Q2 | $815K | Hold |
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|
2021
Q1 | $825K | Buy |
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|
2020
Q4 | $477K | Sell |
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|
2020
Q3 | $367K | Sell |
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|
2020
Q2 | $407K | Sell |
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|
2020
Q1 | $357K | Sell |
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|
2019
Q4 | $739K | Sell |
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|
2019
Q3 | $826K | Buy |
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|
2019
Q2 | $702K | Sell |
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|
2019
Q1 | $781K | Buy |
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|
2018
Q4 | $697K | Buy |
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