Bartlett & Co’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $0 | Hold |
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|
2023
Q3 | $0 | Hold |
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|
2023
Q2 | $0 | Sell |
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|
2023
Q1 | $1K | Hold |
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|
2022
Q4 | $204K | Hold |
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|
2022
Q3 | $297K | Hold |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $495K | Hold |
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|
2021
Q4 | $600K | Sell |
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|
2021
Q3 | $582K | Sell |
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|
2021
Q2 | $502K | Hold |
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|
2021
Q1 | $446K | Hold |
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|
2020
Q4 | $350K | Buy |
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|
2020
Q3 | $217K | Hold |
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|
2020
Q2 | $194K | Hold |
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|
2020
Q1 | $136K | Buy |
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|
2019
Q3 | $188K | Hold |
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|
2019
Q2 | $202K | Sell |
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|
2019
Q1 | $200K | Buy |
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|
2018
Q4 | $171K | Hold |
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|
2018
Q3 | $280K | Hold |
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|
2018
Q2 | $260K | Hold |
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|
2018
Q1 | $216K | Hold |
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|
2017
Q4 | $210K | Hold |
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|
2017
Q3 | $168K | Hold |
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|
2017
Q2 | $158K | Hold |
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|
2017
Q1 | $167K | Hold |
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|
2016
Q4 | $154K | Hold |
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|
2016
Q3 | $99K | Hold |
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|
2016
Q2 | $86K | Sell |
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|
2016
Q1 | $461K | Sell |
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|
2015
Q4 | $5.53M | Buy |
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|
2015
Q3 | $5.15M | Sell |
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|
2015
Q2 | $6.44M | Buy |
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|
2015
Q1 | $5.58M | Buy |
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|
2014
Q4 | $4.95M | Buy |
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|
2014
Q3 | $4.47M | Buy |
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