Advisors Capital Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-21,572
| Closed | -$4.97M | – | 465 |
|
|
2022
Q4 | $4.97M | Buy |
+21,572
| New | +$4.97M | 0.13% | 144 |
|
|
2022
Q3 | – | Sell |
-9,959
| Closed | -$3.93M | – | 488 |
|
|
2022
Q2 | $3.93M | Buy |
9,959
+248
| +3% | +$98K | 0.12% | 159 |
|
|
2022
Q1 | $5.43M | Buy |
9,711
+156
| +2% | +$87.3K | 0.15% | 141 |
|
|
2021
Q4 | $6.48M | Buy |
+9,555
| New | +$6.48M | 0.18% | 138 |
|
|
2020
Q2 | – | Sell |
-14,454
| Closed | -$2.18M | – | 322 |
|
|
2020
Q1 | $2.18M | Sell |
14,454
-723
| -5% | -$109K | 0.14% | 135 |
|
|
2019
Q4 | $3.81M | Buy |
15,177
+479
| +3% | +$120K | 0.18% | 125 |
|
|
2019
Q3 | $3.07M | Sell |
14,698
-99
| -0.7% | -$20.7K | 0.17% | 140 |
|
|
2019
Q2 | $3.32M | Buy |
14,797
+746
| +5% | +$168K | 0.2% | 130 |
|
|
2019
Q1 | $3.24M | Buy |
14,051
+219
| +2% | +$50.5K | 0.2% | 125 |
|
|
2018
Q4 | $2.63M | Buy |
+13,832
| New | +$2.63M | 0.19% | 129 |
|