Symphony 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	$298K	Buy	5,340 +3	+0.1%	+$167	0.18%	61
2025 Q1	$283K	Buy	5,337 +539	+11%	+$28.5K	0.18%	61
2024 Q4	$266K	Sell	4,798 -99	-2%	-$5.49K	0.21%	60
2024 Q3	$259K	Buy	4,897 +12	+0.2%	+$635	0.22%	65
2024 Q2	$222K	Buy	+4,885	New	+$222K	0.19%	74