Kovitz Investment Group Partners’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 | $336K | Buy |
5,664
+305
| +6% | +$18.1K | ﹤0.01% | 1098 |
|
|
2025
Q1 | $305K | Sell |
5,359
-1,215
| -18% | -$69.1K | ﹤0.01% | 1042 |
|
|
2024
Q4 | $397K | Buy |
6,574
+1,051
| +19% | +$63.4K | ﹤0.01% | 959 |
|
|
2024
Q3 | $304K | Buy |
+5,523
| New | +$304K | ﹤0.01% | 865 |
|
|
2021
Q4 | – | Sell |
-3,950
| Closed | -$268K | – | 428 |
|
|
2021
Q3 | $268K | Buy |
+3,950
| New | +$268K | 0.01% | 386 |
|