Transamerica Financial Advisors’s SPDR S&P Bank ETF KBE Stock Holding History

Transamerica Financial Advisors’s Portfolio KBE Stock Details KBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$224	Hold	4	–	–	﹤0.01%	486
2025 Q1	$1K	Hold	4	–	–	﹤0.01%	503
2024 Q4	$1K	Sell	4 -6	-60%	-$1.5K	﹤0.01%	494
2024 Q3	$1K	Sell	10 -20	-67%	-$2K	﹤0.01%	501
2024 Q2	$2K	Hold	30	–	–	﹤0.01%	379
2024 Q1	$2K	Hold	30	–	–	﹤0.01%	413
2023 Q4	$2K	Sell	30 -4	-12%	-$267	﹤0.01%	370
2023 Q3	$2K	Sell	34 -550	-94%	-$32.4K	﹤0.01%	397
2023 Q2	$21K	Sell	584 -32	-5%	-$1.15K	﹤0.01%	282
2023 Q1	$23K	Buy	616 +116	+23%	+$4.33K	﹤0.01%	296
2022 Q4	$23K	Sell	500 -32	-6%	-$1.47K	﹤0.01%	299
2022 Q3	$24K	Sell	532 -7	-1%	-$316	﹤0.01%	292
2022 Q2	$24K	Buy	+539	New	+$24K	﹤0.01%	289
2020 Q3	–	Sell	-1	Closed	-$1K	–	351
2020 Q2	$1K	Buy	+1	New	+$1K	﹤0.01%	427
2019 Q3	–	Sell	-1	Closed	-$1K	–	339
2019 Q2	$1K	Buy	+1	New	+$1K	﹤0.01%	481
2019 Q1	–	Sell	-1	Closed	-$1K	–	302
2018 Q4	$1K	Hold	1	–	–	﹤0.01%	447
2018 Q3	$1K	Hold	1	–	–	﹤0.01%	451
2018 Q2	$1K	Hold	1	–	–	﹤0.01%	420
2018 Q1	$1K	Hold	1	–	–	﹤0.01%	399
2017 Q4	$1K	Hold	1	–	–	﹤0.01%	378
2017 Q3	$1K	Hold	1	–	–	﹤0.01%	372
2017 Q2	$1K	Hold	1	–	–	﹤0.01%	347
2017 Q1	$1K	Hold	1	–	–	﹤0.01%	346
2016 Q4	$1K	Buy	+1	New	+$1K	﹤0.01%	382
2016 Q2	–	Sell	-300	Closed	-$10K	–	555
2016 Q1	$10K	Sell	300 -1,112	-79%	-$37.1K	﹤0.01%	552
2015 Q4	$48K	Hold	1,412	–	–	﹤0.01%	411
2015 Q3	$47K	Sell	1,412 -2	-0.1%	-$67	﹤0.01%	393
2015 Q2	$52K	Buy	1,414 +300	+27%	+$11K	﹤0.01%	447
2015 Q1	$38K	Buy	1,114 +1,113	+111,300%	+$38K	﹤0.01%	466
2014 Q4	$1K	Hold	1	–	–	﹤0.01%	663
2014 Q3	$1K	Hold	1	–	–	﹤0.01%	625
2014 Q2	$1K	Hold	1	–	–	﹤0.01%	630
2014 Q1	$1K	Buy	+1	New	+$1K	﹤0.01%	595
2013 Q4	–	Sell	-35	Closed	-$2K	–	625
2013 Q3	$2K	Buy	+35	New	+$2K	﹤0.01%	540