Taylor & Morgan Wealth Management’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 | $1.11M | Sell |
18,668
-608
| -3% | -$36.1K | 0.75% | 23 |
|
|
2025
Q1 | $1.1M | Sell |
19,276
-229
| -1% | -$13K | 0.83% | 23 |
|
|
2024
Q4 | $1.18M | Sell |
19,505
-5,349
| -22% | -$323K | 0.83% | 22 |
|
|
2024
Q3 | $1.41M | Sell |
24,854
-781
| -3% | -$44.2K | 0.94% | 18 |
|
|
2024
Q2 | $1.26M | Sell |
25,635
-15,466
| -38% | -$759K | 0.89% | 21 |
|
|
2024
Q1 | $2.07M | Sell |
41,101
-15,262
| -27% | -$767K | 1.52% | 15 |
|
|
2023
Q4 | $2.96M | Sell |
56,363
-18,120
| -24% | -$950K | 2.35% | 12 |
|
|
2023
Q3 | $3.11M | Buy |
74,483
+1,093
| +1% | +$45.7K | 2.8% | 10 |
|
|
2023
Q2 | $3M | Buy |
73,390
+36,305
| +98% | +$1.48M | 2.46% | 11 |
|
|
2023
Q1 | $1.63M | Buy |
37,085
+10,175
| +38% | +$446K | 1.41% | 14 |
|
|
2022
Q4 | $1.58M | Sell |
26,910
-1,281
| -5% | -$75.2K | 1.49% | 15 |
|
|
2022
Q3 | $1.66M | Sell |
28,191
-3,203
| -10% | -$189K | 1.65% | 13 |
|
|
2022
Q2 | $1.82M | Sell |
31,394
-147
| -0.5% | -$8.54K | 1.73% | 12 |
|
|
2022
Q1 | $2.17M | Sell |
31,541
-2,450
| -7% | -$169K | 1.78% | 13 |
|
|
2021
Q4 | $2.41M | Buy |
+33,991
| New | +$2.41M | 1.95% | 13 |
|