SWA
SOA Wealth Advisors’s SPDR S&P Regional Banking ETF KRE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $114K | Sell |
1,915
-192
| -9% | -$11.4K | 0.02% | 265 |
|
|
2025
Q1 | $120K | Buy |
2,107
+1
| +0% | +$57 | 0.03% | 240 |
|
|
2024
Q4 | $127K | Sell |
2,106
-1,930
| -48% | -$116K | 0.02% | 231 |
|
|
2024
Q3 | $228K | Sell |
4,036
-257
| -6% | -$14.5K | 0.04% | 170 |
|
|
2024
Q2 | $211K | Buy |
4,293
+1
| +0% | +$49 | 0.04% | 176 |
|
|
2024
Q1 | $216K | Buy |
4,292
+1
| +0% | +$50 | 0.04% | 174 |
|
|
2023
Q4 | $225K | Buy |
4,291
+2
| +0% | +$105 | 0.05% | 163 |
|
|
2023
Q3 | $179K | Buy |
4,289
+1
| +0% | +$42 | 0.04% | 173 |
|
|
2023
Q2 | $175K | Buy |
4,288
+2,401
| +127% | +$98K | 0.04% | 177 |
|
|
2023
Q1 | $82.8K | Buy |
1,887
+1,841
| +4,002% | +$80.8K | 0.02% | 238 |
|
|
2022
Q4 | $2.69K | Buy |
46
+1
| +2% | +$58 | ﹤0.01% | 703 |
|
|
2022
Q3 | $2K | Hold |
45
| – | – | ﹤0.01% | 712 |
|
|
2022
Q2 | $2K | Buy |
45
+1
| +2% | +$44 | ﹤0.01% | 704 |
|
|
2022
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 753 |
|
|
2021
Q4 | $3K | Hold |
44
| – | – | ﹤0.01% | 730 |
|
|
2021
Q3 | $3K | Hold |
44
| – | – | ﹤0.01% | 750 |
|
|
2021
Q2 | $2K | Hold |
44
| – | – | ﹤0.01% | 775 |
|
|
2021
Q1 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 716 |
|