LJI Wealth Management’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 | $858K | Buy |
14,448
+150
| +1% | +$8.91K | 0.15% | 64 |
|
|
2025
Q1 | $813K | Hold |
14,298
| – | – | 0.16% | 57 |
|
|
2024
Q4 | $863K | Sell |
14,298
-2,419
| -14% | -$146K | 0.17% | 55 |
|
|
2024
Q3 | $946K | Sell |
16,717
-600
| -3% | -$34K | 0.19% | 57 |
|
|
2024
Q2 | $850K | Buy |
+17,317
| New | +$850K | 0.19% | 59 |
|
|
2024
Q1 | – | Sell |
-19,392
| Closed | -$1.02M | – | 158 |
|
|
2023
Q4 | $1.02M | Sell |
19,392
-655
| -3% | -$34.3K | 0.26% | 46 |
|
|
2023
Q3 | $837K | Buy |
20,047
+1,204
| +6% | +$50.3K | 0.24% | 48 |
|
|
2023
Q2 | $769K | Buy |
18,843
+289
| +2% | +$11.8K | 0.22% | 51 |
|
|
2023
Q1 | $814K | Buy |
18,554
+1,903
| +11% | +$83.5K | 0.26% | 45 |
|
|
2022
Q4 | $978K | Buy |
+16,651
| New | +$978K | 0.34% | 35 |
|