AA
SIVB
Altman Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,265
| Closed | -$833K | – | 99 |
|
|
2022
Q4 | $833K | Buy |
3,265
+1,258
| +63% | +$321K | 0.51% | 76 |
|
|
2022
Q3 | $674K | Sell |
2,007
-32
| -2% | -$10.7K | 0.43% | 82 |
|
|
2022
Q2 | $816K | Buy |
2,039
+124
| +6% | +$49.6K | 0.46% | 79 |
|
|
2022
Q1 | $1.07M | Buy |
1,915
+304
| +19% | +$170K | 0.55% | 70 |
|
|
2021
Q4 | $937K | Buy |
+1,611
| New | +$937K | 0.57% | 60 |
|
|
2020
Q1 | – | Sell |
-3,971
| Closed | -$997K | – | 95 |
|
|
2019
Q4 | $997K | Sell |
3,971
-3,478
| -47% | -$873K | 0.8% | 51 |
|
|
2019
Q3 | $1.56M | Buy |
7,449
+57
| +0.8% | +$11.9K | 1.32% | 47 |
|
|
2019
Q2 | $1.66M | Buy |
7,392
+54
| +0.7% | +$12.1K | 1.39% | 45 |
|
|
2019
Q1 | $1.63M | Buy |
7,338
+1,153
| +19% | +$256K | 1.5% | 40 |
|
|
2018
Q4 | $1.18M | Sell |
6,185
-1,095
| -15% | -$208K | 1.29% | 41 |
|
|
2018
Q3 | $2.26M | Sell |
7,280
-23,580
| -76% | -$7.33M | 2.04% | 22 |
|
|
2018
Q2 | $1.51K | Buy |
30,860
+23,686
| +330% | +$1.16K | 1.38% | 46 |
|
|
2018
Q1 | $1.72M | Buy |
7,174
+2,132
| +42% | +$512K | 1.65% | 34 |
|
|
2017
Q4 | $1.18M | Buy |
+5,042
| New | +$1.18M | 1.03% | 50 |
|