Steward Partners Investment Advisory’s SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Sell |
20,551
-1,065
| -5% | -$63.3K | 0.01% | 905 |
|
|
2025
Q1 | $1.23M | Buy |
21,616
+9
| +0% | +$512 | 0.01% | 829 |
|
|
2024
Q4 | $1.3M | Buy |
21,607
+589
| +3% | +$35.5K | 0.01% | 787 |
|
|
2024
Q3 | $1.19M | Buy |
21,018
+345
| +2% | +$19.5K | 0.01% | 797 |
|
|
2024
Q2 | $1.02M | Sell |
20,673
-116
| -0.6% | -$5.7K | 0.01% | 807 |
|
|
2024
Q1 | $1.05M | Sell |
20,789
-32,978
| -61% | -$1.66M | 0.01% | 777 |
|
|
2023
Q4 | $2.82M | Buy |
53,767
+41,493
| +338% | +$2.18M | 0.04% | 418 |
|
|
2023
Q3 | $513K | Sell |
12,274
-524
| -4% | -$21.9K | 0.01% | 914 |
|
|
2023
Q2 | $523K | Buy |
12,798
+992
| +8% | +$40.5K | 0.01% | 920 |
|
|
2023
Q1 | $518K | Sell |
11,806
-10,485
| -47% | -$460K | 0.01% | 911 |
|
|
2022
Q4 | $1.31M | Sell |
22,291
-19,411
| -47% | -$1.14M | 0.02% | 577 |
|
|
2022
Q3 | $2.46M | Buy |
41,702
+30,334
| +267% | +$1.79M | 0.05% | 373 |
|
|
2022
Q2 | $660K | Sell |
11,368
-1,250
| -10% | -$72.6K | 0.01% | 766 |
|
|
2022
Q1 | $869K | Buy |
12,618
+26
| +0.2% | +$1.79K | 0.01% | 728 |
|
|
2021
Q4 | $892K | Sell |
12,592
-7,500
| -37% | -$531K | 0.01% | 743 |
|
|
2021
Q3 | $1.36M | Buy |
20,092
+7,192
| +56% | +$487K | 0.02% | 561 |
|
|
2021
Q2 | $845K | Sell |
12,900
-2,318
| -15% | -$152K | 0.01% | 742 |
|
|
2021
Q1 | $1.01M | Sell |
15,218
-3,059
| -17% | -$203K | 0.02% | 643 |
|
|
2020
Q4 | $949K | Sell |
18,277
-37,215
| -67% | -$1.93M | 0.02% | 576 |
|
|
2020
Q3 | $1.98M | Buy |
55,492
+42,118
| +315% | +$1.5M | 0.05% | 328 |
|
|
2020
Q2 | $513K | Sell |
13,374
-30
| -0.2% | -$1.15K | 0.01% | 619 |
|
|
2020
Q1 | $436K | Sell |
13,404
-1,377
| -9% | -$44.8K | 0.02% | 593 |
|
|
2019
Q4 | $860K | Buy |
14,781
+397
| +3% | +$23.1K | 0.03% | 494 |
|
|
2019
Q3 | $759K | Sell |
14,384
-210
| -1% | -$11.1K | 0.03% | 478 |
|
|
2019
Q2 | $779K | Buy |
14,594
+787
| +6% | +$42K | 0.03% | 444 |
|
|
2019
Q1 | $708K | Buy |
13,807
+3,999
| +41% | +$205K | 0.03% | 431 |
|
|
2018
Q4 | $458K | Sell |
9,808
-3,235
| -25% | -$151K | 0.02% | 505 |
|
|
2018
Q3 | $775K | Sell |
13,043
-1
| -0% | -$59 | 0.04% | 404 |
|
|
2018
Q2 | $796K | Buy |
13,044
+12,379
| +1,862% | +$755K | 0.05% | 342 |
|
|
2018
Q1 | $40K | Buy |
665
+41
| +7% | +$2.47K | ﹤0.01% | 1080 |
|
|
2017
Q4 | $36K | Buy |
624
+575
| +1,173% | +$33.2K | ﹤0.01% | 940 |
|
|
2017
Q3 | $2K | Hold |
49
| – | – | ﹤0.01% | 1502 |
|
|
2017
Q2 | $2K | Hold |
49
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q1 | $2K | Buy |
+49
| New | +$2K | ﹤0.01% | 1314 |
|