Sowell Financial Services’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-60,010	Closed	-$3.57M	–	1149
2025 Q3	$3.57M	Buy	60,010 +10	+0%	+$589	0.14%	153
2025 Q2	$3.35M	Buy	+60,000	New	+$3.12M	0.14%	156
2025 Q1	–	Sell	-20,618	Closed	-$1.14M	–	1027
2024 Q4	$1.14M	Buy	+20,618	New	+$1.18M	0.06%	295
2024 Q1	–	Sell	-15,215	Closed	-$700K	–	565
2023 Q4	$700K	Buy	+15,215	New	+$602K	0.04%	386
2022 Q4	–	Sell	-60,349	Closed	-$2.67M	–	535
2022 Q3	$2.67M	Buy	+60,349	New	+$2.87M	0.27%	106
2021 Q4	–	Sell	-24,168	Closed	-$1.28M	–	527
2021 Q3	$1.28M	Buy	+24,168	New	+$1.23M	0.09%	255
2021 Q2	–	Sell	-4,090	Closed	-$224K	–	1692
2021 Q1	$224K	Buy	4,090 +540	+15%	+$26.3K	0.01%	989
2020 Q4	$148K	Hold	3,550	–	–	0.01%	984
2020 Q3	$105K	Sell	3,550 -22	-0.6%	-$684	0.01%	955
2020 Q2	$113K	Sell	3,572 -11,854	-77%	-$358K	0.01%	928
2020 Q1	$416K	Buy	15,426 +11,406	+284%	+$456K	0.03%	438
2019 Q4	$190K	Sell	4,020 -48,836	-92%	-$2.21M	0.01%	730
2019 Q3	$2.28M	Buy	+52,856	New	+$2.25M	0.19%	111
2019 Q1	$1.21M	Buy	+28,890	New	+$1.24M	0.14%	170