Sowell 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
Q2 | $3.35M | Buy |
+60,000
| New | +$3.35M | 0.14% | 156 |
|
|
2025
Q1 | – | Sell |
-20,618
| Closed | -$1.14M | – | 1027 |
|
|
2024
Q4 | $1.14M | Buy |
+20,618
| New | +$1.14M | 0.06% | 295 |
|
|
2024
Q1 | – | Sell |
-15,215
| Closed | -$700K | – | 565 |
|
|
2023
Q4 | $700K | Buy |
+15,215
| New | +$700K | 0.04% | 386 |
|
|
2022
Q4 | – | Sell |
-60,349
| Closed | -$2.67M | – | 535 |
|
|
2022
Q3 | $2.67M | Buy |
+60,349
| New | +$2.67M | 0.27% | 106 |
|
|
2021
Q4 | – | Sell |
-24,168
| Closed | -$1.28M | – | 527 |
|
|
2021
Q3 | $1.28M | Buy |
+24,168
| New | +$1.28M | 0.09% | 255 |
|
|
2021
Q2 | – | Sell |
-4,090
| Closed | -$224K | – | 1693 |
|
|
2021
Q1 | $224K | Buy |
4,090
+540
| +15% | +$29.6K | 0.01% | 989 |
|
|
2020
Q4 | $148K | Hold |
3,550
| – | – | 0.01% | 984 |
|
|
2020
Q3 | $105K | Sell |
3,550
-22
| -0.6% | -$651 | 0.01% | 955 |
|
|
2020
Q2 | $113K | Sell |
3,572
-11,854
| -77% | -$375K | 0.01% | 928 |
|
|
2020
Q1 | $416K | Buy |
15,426
+11,406
| +284% | +$308K | 0.03% | 438 |
|
|
2019
Q4 | $190K | Sell |
4,020
-48,836
| -92% | -$2.31M | 0.01% | 730 |
|
|
2019
Q3 | $2.28M | Buy |
+52,856
| New | +$2.28M | 0.19% | 111 |
|
|
2019
Q1 | $1.21M | Buy |
+28,890
| New | +$1.21M | 0.13% | 170 |
|