Laurel Wealth Advisors (North Carolina)’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 | $300K | Buy |
17,817
+17,517
| +5,839% | +$295K | ﹤0.01% | 394 |
|
|
2025
Q1 | $17.1K | Hold |
300
| – | – | ﹤0.01% | 425 |
|
|
2024
Q4 | $18.1K | Buy |
+300
| New | +$18.1K | ﹤0.01% | 428 |
|
|
2024
Q2 | – | Sell |
-248
| Closed | -$12.5K | – | 671 |
|
|
2024
Q1 | $12.5K | Hold |
248
| – | – | ﹤0.01% | 417 |
|
|
2023
Q4 | $13K | Hold |
248
| – | – | ﹤0.01% | 384 |
|
|
2023
Q3 | $10.4K | Hold |
248
| – | – | ﹤0.01% | 401 |
|
|
2023
Q2 | $10.1K | Hold |
248
| – | – | ﹤0.01% | 407 |
|
|
2023
Q1 | $10.9K | Hold |
248
| – | – | ﹤0.01% | 399 |
|
|
2022
Q4 | $14.6K | Hold |
248
| – | – | ﹤0.01% | 359 |
|
|
2022
Q3 | $15K | Hold |
248
| – | – | ﹤0.01% | 356 |
|
|
2022
Q2 | $14K | Sell |
248
-80
| -24% | -$4.52K | ﹤0.01% | 361 |
|
|
2022
Q1 | $23K | Hold |
328
| – | – | ﹤0.01% | 330 |
|
|
2021
Q4 | $23K | Hold |
328
| – | – | ﹤0.01% | 330 |
|
|
2021
Q3 | $22K | Hold |
328
| – | – | ﹤0.01% | 333 |
|
|
2021
Q2 | $21K | Buy |
328
+248
| +310% | +$15.9K | ﹤0.01% | 371 |
|
|
2021
Q1 | $5K | Hold |
80
| – | – | ﹤0.01% | 501 |
|
|
2020
Q4 | $4K | Hold |
80
| – | – | ﹤0.01% | 498 |
|
|
2020
Q3 | $3K | Buy |
+80
| New | +$3K | ﹤0.01% | 461 |
|