Prospera Financial Services’s SPDR S&P Bank ETF KBE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-43,151
| Closed | -$2.39M | – | 1209 |
|
|
2024
Q4 | $2.39M | Buy |
43,151
+20,333
| +89% | +$1.13M | 0.06% | 328 |
|
|
2024
Q3 | $1.21M | Buy |
+22,818
| New | +$1.21M | 0.03% | 461 |
|
|
2022
Q2 | – | Sell |
-1,748
| Closed | -$92K | – | 2143 |
|
|
2022
Q1 | $92K | Buy |
+1,748
| New | +$92K | ﹤0.01% | 1141 |
|
|
2020
Q4 | – | Sell |
-500
| Closed | -$15K | – | 1137 |
|
|
2020
Q3 | $15K | Buy |
+500
| New | +$15K | 0.01% | 980 |
|
|
2017
Q1 | – | Sell |
-11,222
| Closed | -$490K | – | 407 |
|
|
2016
Q4 | $490K | Buy |
+11,222
| New | +$490K | 0.1% | 191 |
|