A detailed history of Shepherd Financial Partners LLC transactions in Spdr S&P Regional Banking ETF stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 33,323 shares of KRE stock, worth $2.19 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
33,323
Previous 30,812 8.15%
Holding current value
$2.19 Million
Previous $1.51 Million 24.74%
% of portfolio
0.23%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024

BUY
$47.94 - $59.23 $120,377 - $148,726
2,511 Added 8.15%
33,323 $1.89 Million
Q2 2024

Aug 07, 2024

BUY
$45.75 - $51.19 $16,424 - $18,377
359 Added 1.18%
30,812 $1.51 Million
Q1 2024

Apr 22, 2024

BUY
$46.83 - $53.0 $112,064 - $126,829
2,393 Added 8.53%
30,453 $1.53 Million
Q4 2023

Feb 12, 2024

BUY
$38.57 - $53.82 $1.08 Million - $1.51 Million
28,060 New
28,060 $1.47 Million
Q4 2018

Feb 07, 2019

SELL
N/A
-147,148 Closed
0 $0
Q3 2018

Oct 16, 2018

SELL
N/A
-98 Reduced 0.07%
147,148 $8.99 Million
Q2 2018

Aug 02, 2018

BUY
N/A
855 Added 0.58%
147,246 $9.06 Million
Q1 2018

May 01, 2018

SELL
N/A
-1,345 Reduced 0.91%
146,391 $8.86 Million
Q4 2017

Feb 14, 2018

SELL
N/A
-12,301 Reduced 7.69%
147,736 $8.7 Million
Q3 2017

Nov 13, 2017

BUY
N/A
160,037
160,037 $9.08 Million

Others Institutions Holding KRE

About SPDR S&P REGIONAL BANKING ETF


  • Ticker KRE
  • Sector ETFs
  • Industry ETFs
More about KRE
Track This Portfolio

Track Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.