AF
SIVB

Allworth Financial’s SVB Financial Group SIVB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-2,382
Closed -$548K 3357
2022
Q4
$548K Sell
2,382
-1,140
-32% -$262K 0.01% 434
2022
Q3
$1.18M Buy
3,522
+85
+2% +$28.6K 0.01% 294
2022
Q2
$1.36M Sell
3,437
-43
-1% -$17K 0.02% 261
2022
Q1
$1.95M Sell
3,480
-2
-0.1% -$1.12K 0.02% 224
2021
Q4
$2.36M Buy
3,482
+1,147
+49% +$778K 0.03% 182
2021
Q3
$1.51M Sell
2,335
-84
-3% -$54.3K 0.03% 200
2021
Q2
$1.35M Buy
2,419
+2,375
+5,398% +$1.32M 0.02% 163
2021
Q1
$22K Buy
+44
New +$22K ﹤0.01% 771