Cambridge Investment Research Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,427
| Closed | -$1.02M | – | 3313 |
|
|
2022
Q4 | $1.02M | Buy |
4,427
+98
| +2% | +$22.6K | 0.01% | 1503 |
|
|
2022
Q3 | $1.45M | Buy |
4,329
+95
| +2% | +$31.9K | 0.01% | 1235 |
|
|
2022
Q2 | $1.67M | Buy |
4,234
+64
| +2% | +$25.3K | 0.01% | 1135 |
|
|
2022
Q1 | $2.33M | Buy |
4,170
+661
| +19% | +$370K | 0.01% | 1048 |
|
|
2021
Q4 | $2.38M | Buy |
3,509
+941
| +37% | +$638K | 0.01% | 1038 |
|
|
2021
Q3 | $1.66M | Sell |
2,568
-714
| -22% | -$462K | 0.01% | 1206 |
|
|
2021
Q2 | $1.83M | Sell |
3,282
-19,329
| -85% | -$10.8M | 0.01% | 1173 |
|
|
2021
Q1 | $11.2M | Buy |
22,611
+20,055
| +785% | +$9.9M | 0.06% | 298 |
|
|
2020
Q4 | $991K | Buy |
+2,556
| New | +$991K | 0.01% | 1307 |
|
|
2020
Q3 | – | Sell |
-1,129
| Closed | -$243K | – | 2657 |
|
|
2020
Q2 | $243K | Buy |
+1,129
| New | +$243K | ﹤0.01% | 2044 |
|
|
2020
Q1 | – | Sell |
-1,001
| Closed | -$251K | – | 2558 |
|
|
2019
Q4 | $251K | Buy |
1,001
+9
| +0.9% | +$2.26K | ﹤0.01% | 2034 |
|
|
2019
Q3 | $207K | Sell |
992
-244
| -20% | -$50.9K | ﹤0.01% | 2095 |
|
|
2019
Q2 | $278K | Sell |
1,236
-129
| -9% | -$29K | ﹤0.01% | 1784 |
|
|
2019
Q1 | $304K | Buy |
1,365
+117
| +9% | +$26.1K | ﹤0.01% | 1796 |
|
|
2018
Q4 | $237K | Sell |
1,248
-654
| -34% | -$124K | ﹤0.01% | 1823 |
|
|
2018
Q3 | $591K | Buy |
1,902
+607
| +47% | +$189K | 0.01% | 1349 |
|
|
2018
Q2 | $374K | Buy |
+1,295
| New | +$374K | ﹤0.01% | 1584 |
|