BIM
SIVB
Bridges Investment Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-87,433
| Closed | -$20.1M | – | 216 |
|
|
2022
Q4 | $20.1M | Buy |
87,433
+14,579
| +20% | +$3.36M | 0.74% | 37 |
|
|
2022
Q3 | $24.5M | Sell |
72,854
-111
| -0.2% | -$37.3K | 0.94% | 30 |
|
|
2022
Q2 | $28.8M | Buy |
72,965
+2,263
| +3% | +$894K | 1.05% | 30 |
|
|
2022
Q1 | $39.6M | Buy |
70,702
+6,193
| +10% | +$3.46M | 1.22% | 26 |
|
|
2021
Q4 | $43.8M | Sell |
64,509
-802
| -1% | -$544K | 1.28% | 27 |
|
|
2021
Q3 | $42.2M | Sell |
65,311
-1,091
| -2% | -$706K | 1.33% | 23 |
|
|
2021
Q2 | $36.9M | Sell |
66,402
-8,416
| -11% | -$4.68M | 1.1% | 29 |
|
|
2021
Q1 | $36.9M | Sell |
74,818
-4,225
| -5% | -$2.09M | 1.08% | 30 |
|
|
2020
Q4 | $30.7M | Buy |
79,043
+1,111
| +1% | +$431K | 0.94% | 31 |
|
|
2020
Q3 | $18.8M | Sell |
77,932
-8,719
| -10% | -$2.1M | 0.63% | 43 |
|
|
2020
Q2 | $18.7M | Sell |
86,651
-1,375
| -2% | -$296K | 0.68% | 40 |
|
|
2020
Q1 | $13.3M | Buy |
88,026
+15,578
| +22% | +$2.35M | 0.6% | 46 |
|
|
2019
Q4 | $18.2M | Buy |
72,448
+16,779
| +30% | +$4.21M | 0.67% | 40 |
|
|
2019
Q3 | $11.6M | Buy |
55,669
+9,588
| +21% | +$2M | 0.44% | 51 |
|
|
2019
Q2 | $10.4M | Buy |
46,081
+14,059
| +44% | +$3.16M | 0.4% | 58 |
|
|
2019
Q1 | $7.12M | Buy |
32,022
+17,205
| +116% | +$3.83M | 0.29% | 79 |
|
|
2018
Q4 | $2.82M | Buy |
14,817
+8,602
| +138% | +$1.63M | 0.13% | 112 |
|
|
2018
Q3 | $1.93M | Buy |
6,215
+1,584
| +34% | +$492K | 0.1% | 130 |
|
|
2018
Q2 | $1.34M | Buy |
4,631
+765
| +20% | +$221K | 0.06% | 155 |
|
|
2018
Q1 | $928K | Buy |
+3,866
| New | +$928K | 0.04% | 166 |
|