Legend Financial Advisors’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 Q3	–	Sell	-420	Closed	-$25K	–	100
2025 Q2	$25K	Buy	+420	New	+$23.4K	0.02%	80
2025 Q1	–	Sell	-491	Closed	-$29.7K	–	146
2024 Q4	$29.7K	Buy	491 +71	+17%	+$4.4K	0.02%	70
2024 Q3	$23.8K	Sell	420 -71	-14%	-$3.9K	0.02%	71
2024 Q2	$24.1K	Buy	491 +59	+14%	+$2.85K	0.02%	91
2024 Q1	$21.7K	Buy	432 +208	+93%	+$10.3K	0.02%	89
2023 Q4	$11.7K	Sell	224 -38	-15%	-$1.7K	0.01%	117
2023 Q3	$10.9K	Sell	262 -208	-44%	-$9.28K	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%	-$62.2K	0.16%	35
2022 Q4	$324K	Sell	5,521 -108,336	-95%	-$6.67M	0.28%	36
2022 Q3	$6.7M	Sell	113,857 -2,261	-2%	-$141K	6.3%	6
2022 Q2	$6.75M	Buy	116,118 +40,317	+53%	+$2.52M	6.97%	5
2022 Q1	$5.13M	Sell	75,801 -1,272	-2%	-$92.7K	3.26%	10
2021 Q4	$5.46M	Buy	77,073 +1,272	+2%	+$91K	3.81%	10
2021 Q3	$5.13M	Buy	75,801 +7,802	+11%	+$502K	3.26%	10
2021 Q2	$4.46M	Buy	67,999 +58,823	+641%	+$4.02M	2.87%	10
2021 Q1	$609K	Buy	+9,176	New	+$573K	4.62%	9