United Capital Financial Advisors’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 | – | Hold |
0
| – | – | – | 1110 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1087 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 1076 |
|
|
2024
Q2 | – | Sell |
-49,588
| Closed | -$2.49M | – | 1064 |
|
|
2024
Q1 | $2.49M | Sell |
49,588
-203
| -0.4% | -$10.2K | 0.02% | 385 |
|
|
2023
Q4 | $2.61M | Sell |
49,791
-14,654
| -23% | -$768K | 0.02% | 373 |
|
|
2023
Q3 | $2.69M | Buy |
64,445
+34,839
| +118% | +$1.46M | 0.02% | 380 |
|
|
2023
Q2 | $1.21M | Buy |
29,606
+5,203
| +21% | +$212K | 0.01% | 513 |
|
|
2023
Q1 | $1.07M | Sell |
24,403
-1,798
| -7% | -$78.9K | 0.01% | 556 |
|
|
2022
Q4 | $1.54M | Sell |
26,201
-83
| -0.3% | -$4.88K | 0.01% | 530 |
|
|
2022
Q3 | $1.55M | Sell |
26,284
-2,121
| -7% | -$125K | 0.01% | 518 |
|
|
2022
Q2 | $1.65M | Sell |
28,405
-3,175
| -10% | -$184K | 0.01% | 529 |
|
|
2022
Q1 | $2.18M | Sell |
31,580
-1,183
| -4% | -$81.5K | 0.01% | 494 |
|
|
2021
Q4 | $2.32M | Sell |
32,763
-1,543
| -4% | -$109K | 0.01% | 503 |
|
|
2021
Q3 | $2.32M | Buy |
34,306
+495
| +1% | +$33.5K | 0.01% | 497 |
|
|
2021
Q2 | $2.22M | Sell |
33,811
-1,777
| -5% | -$116K | 0.01% | 514 |
|
|
2021
Q1 | $2.36M | Sell |
35,588
-844
| -2% | -$56K | 0.01% | 475 |
|
|
2020
Q4 | $1.89M | Sell |
36,432
-3,801
| -9% | -$197K | 0.01% | 516 |
|
|
2020
Q3 | $1.44M | Sell |
40,233
-7,253
| -15% | -$259K | 0.01% | 578 |
|
|
2020
Q2 | $1.82M | Sell |
47,486
-13,140
| -22% | -$504K | 0.01% | 538 |
|
|
2020
Q1 | $1.98M | Sell |
60,626
-258,885
| -81% | -$8.44M | 0.02% | 498 |
|
|
2019
Q4 | $18.6M | Sell |
319,511
-13,097
| -4% | -$763K | 0.12% | 208 |
|
|
2019
Q3 | $17.6M | Buy |
332,608
+10,783
| +3% | +$569K | 0.12% | 202 |
|
|
2019
Q2 | $17.2M | Buy |
321,825
+40,730
| +14% | +$2.18M | 0.11% | 193 |
|
|
2019
Q1 | $14.4M | Buy |
281,095
+7,710
| +3% | +$396K | 0.1% | 226 |
|
|
2018
Q4 | $12.8M | Buy |
273,385
+3,385
| +1% | +$158K | 0.1% | 215 |
|
|
2018
Q3 | $16M | Buy |
270,000
+971
| +0.4% | +$57.7K | 0.11% | 206 |
|
|
2018
Q2 | $16.4M | Buy |
269,029
+6,981
| +3% | +$426K | 0.12% | 184 |
|
|
2018
Q1 | $15.8M | Sell |
262,048
-5,241
| -2% | -$317K | 0.12% | 194 |
|
|
2017
Q4 | $15.9M | Sell |
267,289
-400
| -0.1% | -$23.8K | 0.13% | 198 |
|
|
2017
Q3 | $15.2M | Sell |
267,689
-3,959
| -1% | -$225K | 0.13% | 189 |
|
|
2017
Q2 | $14.9M | Sell |
271,648
-1,646
| -0.6% | -$90.4K | 0.13% | 178 |
|
|
2017
Q1 | $14.9M | Sell |
273,294
-1,766
| -0.6% | -$96.4K | 0.14% | 170 |
|
|
2016
Q4 | $15.3M | Sell |
275,060
-10,931
| -4% | -$607K | 0.15% | 156 |
|
|
2016
Q3 | $12.1M | Sell |
285,991
-18,813
| -6% | -$795K | 0.12% | 205 |
|
|
2016
Q2 | $11.6M | Sell |
304,804
-7,478
| -2% | -$284K | 0.12% | 195 |
|
|
2016
Q1 | $11.8M | Buy |
312,282
+13
| +0% | +$489 | 0.13% | 168 |
|
|
2015
Q4 | $13.1M | Buy |
312,269
+8,017
| +3% | +$336K | 0.15% | 146 |
|
|
2015
Q3 | $12.5M | Sell |
304,252
-7,501
| -2% | -$309K | 0.15% | 149 |
|
|
2015
Q2 | $13.8M | Sell |
311,753
-953
| -0.3% | -$42.1K | 0.16% | 146 |
|
|
2015
Q1 | $12.9M | Buy |
312,706
+268,606
| +609% | +$11M | 0.16% | 156 |
|
|
2014
Q4 | $1.8M | Sell |
44,100
-2,000
| -4% | -$81.4K | 0.03% | 496 |
|
|
2014
Q3 | $1.75M | Sell |
46,100
-1,000
| -2% | -$37.9K | 0.03% | 476 |
|
|
2014
Q2 | $1.9M | Sell |
47,100
-1,300
| -3% | -$52.4K | 0.04% | 424 |
|
|
2014
Q1 | $2M | Buy |
48,400
+22,100
| +84% | +$915K | 0.04% | 353 |
|
|
2013
Q4 | $1.07M | Buy |
26,300
+7,010
| +36% | +$285K | 0.04% | 321 |
|
|
2013
Q3 | $688K | Buy |
+19,290
| New | +$688K | 0.02% | 396 |
|