Oak Harvest Investment Services’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
Sell
-17,500
Closed -$995K 167
2025
Q1
$995K Sell
17,500
-149,118
-89% -$8.48M 0.14% 96
2024
Q4
$10.1M Buy
166,618
+61,088
+58% +$3.69M 1.4% 19
2024
Q3
$5.97M Buy
+105,530
New +$5.97M 0.86% 47
2024
Q1
Sell
-164,862
Closed -$8.64M 124
2023
Q4
$8.64M Buy
+164,862
New +$8.64M 1.73% 15