SOA Wealth Advisors’s State Street 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
2026 Q1	$11.7K	Sell	179 -1,586	-90%	-$107K	﹤0.01%	569
2025 Q4	$114K	Buy	1,765 +1	+0.1%	+$63	0.02%	266
2025 Q3	$112K	Sell	1,764 -151	-8%	-$9.52K	0.02%	277
2025 Q2	$114K	Sell	1,915 -192	-9%	-$10.7K	0.02%	265
2025 Q1	$120K	Buy	2,107 +1	+0%	+$61	0.03%	240
2024 Q4	$127K	Sell	2,106 -1,930	-48%	-$120K	0.02%	231
2024 Q3	$228K	Sell	4,036 -257	-6%	-$14.1K	0.04%	170
2024 Q2	$211K	Buy	4,293 +1	+0%	+$48	0.04%	176
2024 Q1	$216K	Buy	4,292 +1	+0%	+$49	0.04%	174
2023 Q4	$225K	Buy	4,291 +2	+0%	+$89	0.05%	163
2023 Q3	$179K	Buy	4,289 +1	+0%	+$45	0.04%	173
2023 Q2	$175K	Buy	4,288 +2,401	+127%	+$98.5K	0.04%	177
2023 Q1	$82.8K	Buy	1,887 +1,841	+4,002%	+$104K	0.02%	238
2022 Q4	$2.69K	Buy	46 +1	+2%	+$62	﹤0.01%	703
2022 Q3	$2K	Hold	45	–	–	﹤0.01%	712
2022 Q2	$2K	Buy	45 +1	+2%	+$62	﹤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	+$2.75K	﹤0.01%	716