Boenning & Scattergood’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
2022
Q4
$2.43M Buy
2022
Q3
$1.46M Sell
2022
Q2
$1.72M Hold
2022
Q1
$2.43M Buy
2021
Q4
$2.92M Sell
2021
Q3
$2.81M Sell
2021
Q2
$3.26M Hold
2021
Q1
$2.89M Hold
2020
Q4
$2.27M Sell
2020
Q3
$1.44M Hold
2020
Q2
$1.28M Hold
2020
Q1
$901K Buy
2019
Q4
$1.46M Sell
2019
Q3
$1.25M Sell
2019
Q2
$1.35M Hold
2019
Q1
$1.34M Hold
2018
Q4
$1.14M Buy
2018
Q3
$873K Hold
2018
Q2
$811K Buy