Bank of Marin’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,772
| Closed | -$408K | – | 129 |
|
|
2022
Q4 | $408K | Buy |
1,772
+310
| +21% | +$71.3K | 0.38% | 80 |
|
|
2022
Q3 | $491K | Buy |
1,462
+75
| +5% | +$25.2K | 0.48% | 73 |
|
|
2022
Q2 | $548K | Buy |
1,387
+168
| +14% | +$66.4K | 0.48% | 72 |
|
|
2022
Q1 | $682K | Buy |
1,219
+307
| +34% | +$172K | 0.5% | 69 |
|
|
2021
Q4 | $619K | Hold |
912
| – | – | 0.41% | 76 |
|
|
2021
Q3 | $590K | Buy |
912
+35
| +4% | +$22.6K | 0.43% | 76 |
|
|
2021
Q2 | $488K | Hold |
877
| – | – | 0.36% | 88 |
|
|
2021
Q1 | $433K | Sell |
877
-258
| -23% | -$127K | 0.34% | 96 |
|
|
2020
Q4 | $440K | Buy |
1,135
+16
| +1% | +$6.2K | 0.37% | 86 |
|
|
2020
Q3 | $269K | Sell |
1,119
-97
| -8% | -$23.3K | 0.28% | 101 |
|
|
2020
Q2 | $262K | Sell |
1,216
-665
| -35% | -$143K | 0.3% | 98 |
|
|
2020
Q1 | $284K | Buy |
1,881
+368
| +24% | +$55.6K | 0.39% | 88 |
|
|
2019
Q4 | $380K | Buy |
+1,513
| New | +$380K | 0.38% | 87 |
|