Legend Financial Advisors’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 | $25K | Buy |
+420
| New | +$25K | 0.02% | 80 |
|
|
2025
Q1 | – | Sell |
-491
| Closed | -$29.7K | – | 146 |
|
|
2024
Q4 | $29.7K | Buy |
491
+71
| +17% | +$4.29K | 0.02% | 70 |
|
|
2024
Q3 | $23.8K | Sell |
420
-71
| -14% | -$4.02K | 0.02% | 71 |
|
|
2024
Q2 | $24.1K | Buy |
491
+59
| +14% | +$2.9K | 0.02% | 91 |
|
|
2024
Q1 | $21.7K | Buy |
432
+208
| +93% | +$10.5K | 0.02% | 89 |
|
|
2023
Q4 | $11.7K | Sell |
224
-38
| -15% | -$1.99K | 0.01% | 117 |
|
|
2023
Q3 | $10.9K | Sell |
262
-208
| -44% | -$8.69K | 0.01% | 132 |
|
|
2023
Q2 | $19.2K | Sell |
470
-3,954
| -89% | -$162K | 0.02% | 103 |
|
|
2023
Q1 | $194K | Sell |
4,424
-1,097
| -20% | -$48.1K | 0.16% | 35 |
|
|
2022
Q4 | $324K | Sell |
5,521
-108,336
| -95% | -$6.37M | 0.28% | 36 |
|
|
2022
Q3 | $6.7M | Sell |
113,857
-2,261
| -2% | -$133K | 6.3% | 6 |
|
|
2022
Q2 | $6.75M | Buy |
116,118
+40,317
| +53% | +$2.34M | 6.97% | 5 |
|
|
2022
Q1 | $5.14M | Sell |
75,801
-1,272
| -2% | -$86.2K | 3.26% | 10 |
|
|
2021
Q4 | $5.46M | Buy |
77,073
+1,272
| +2% | +$90.1K | 3.81% | 10 |
|
|
2021
Q3 | $5.14M | Buy |
75,801
+7,802
| +11% | +$529K | 3.26% | 10 |
|
|
2021
Q2 | $4.46M | Buy |
67,999
+58,823
| +641% | +$3.85M | 2.87% | 10 |
|
|
2021
Q1 | $609K | Buy |
+9,176
| New | +$609K | 4.62% | 9 |
|