Shepherd Financial Partners’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
Q2
$2.16M Buy
2025
Q1
$2.01M Buy
2024
Q4
$2.02M Buy
2024
Q3
$1.89M Buy
2024
Q2
$1.51M Buy
2024
Q1
$1.53M Buy
2023
Q4
$1.47M Buy
2018
Q4
Sell
2018
Q3
$8.99M Sell
2018
Q2
$9.06M Buy
2018
Q1
$8.86M Sell
2017
Q4
$8.7M Sell
2017
Q3
$9.08M Buy
2017
Q2
$6.72M Buy
2017
Q1
$6.34M Buy
2016
Q4
$6.17M Buy