Summit Financial’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 | $616K | Sell |
11,046
-1,264
| -10% | -$70.5K | 0.01% | 525 |
|
|
2025
Q1 | $652K | Buy |
12,310
+364
| +3% | +$19.3K | 0.02% | 449 |
|
|
2024
Q4 | $663K | Sell |
11,946
-61
| -0.5% | -$3.38K | 0.02% | 392 |
|
|
2024
Q3 | $635K | Sell |
12,007
-22
| -0.2% | -$1.16K | 0.02% | 335 |
|
|
2024
Q2 | $558K | Buy |
+12,029
| New | +$558K | 0.03% | 310 |
|
|
2023
Q3 | – | Sell |
-7,984
| Closed | -$287K | – | 341 |
|
|
2023
Q2 | $287K | Buy |
+7,984
| New | +$287K | 0.02% | 279 |
|