Valeo Financial Advisors’s SPDR S&P Regional Banking ETF KRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $201K | Sell |
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $460K | Sell |
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|
2024
Q1 | $464K | Buy |
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|
2023
Q4 | $481K | Buy |
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|
2023
Q3 | $364K | Buy |
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|
2023
Q2 | $202K | Sell |
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|
2023
Q1 | $263K | Buy |
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|
2022
Q4 | $212K | Buy |
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|
2022
Q3 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $191K | Buy |
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|
2020
Q4 | $149K | Buy |
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|
2020
Q3 | $102K | Buy |
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|
2020
Q2 | $109K | Sell |
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|
2020
Q1 | $110K | Buy |
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|
2019
Q4 | $170K | Buy |
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|
2019
Q3 | $153K | Buy |
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|
2019
Q2 | $155K | Buy |
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|
2019
Q1 | $148K | Buy |
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|
2018
Q4 | $135K | Hold |
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|
2018
Q3 | $155K | Hold |
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|
2018
Q2 | $178K | Sell |
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|
2018
Q1 | $415K | Buy |
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|
2017
Q4 | $76K | Hold |
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|
2017
Q3 | $73K | Buy |
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