LJI Wealth Management’s 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
$896K Sell
2025
Q2
$858K Buy
2025
Q1
$813K Hold
2024
Q4
$863K Sell
2024
Q3
$946K Sell
2024
Q2
$850K Buy
2024
Q1
Sell
2023
Q4
$1.02M Sell
2023
Q3
$837K Buy
2023
Q2
$769K Buy
2023
Q1
$814K Buy
2022
Q4
$978K Buy