Concourse Financial Group Securities’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 10953 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | – | – | 11241 |
|
|
2024
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 11154 |
|
|
2024
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 11002 |
|
|
2024
Q1 | $0 | Sell |
1
-7
| -88% | – | ﹤0.01% | 11029 |
|
|
2023
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 11171 |
|
|
2023
Q3 | $0 | Sell |
8
-496
| -98% | – | ﹤0.01% | 11211 |
|
|
2023
Q2 | $260 | Buy |
504
+496
| +6,200% | +$256 | ﹤0.01% | 2271 |
|
|
2023
Q1 | $7 | Buy |
8
+2
| +33% | +$2 | ﹤0.01% | 2356 |
|
|
2022
Q4 | $1.38K | Buy |
6
+5
| +500% | +$1.15K | ﹤0.01% | 2101 |
|
|
2022
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 11507 |
|
|
2022
Q2 | $0 | Sell |
1
-33
| -97% | – | ﹤0.01% | 11440 |
|
|
2022
Q1 | $19K | Sell |
34
-42
| -55% | -$23.5K | ﹤0.01% | 1509 |
|
|
2021
Q4 | $52K | Buy |
76
+7
| +10% | +$4.79K | ﹤0.01% | 1271 |
|
|
2021
Q3 | $45K | Buy |
69
+11
| +19% | +$7.17K | ﹤0.01% | 1364 |
|
|
2021
Q2 | $32K | Buy |
58
+1
| +2% | +$552 | ﹤0.01% | 1480 |
|
|
2021
Q1 | $28K | Buy |
57
+47
| +470% | +$23.1K | ﹤0.01% | 1456 |
|
|
2020
Q4 | $4K | Sell |
10
-16
| -62% | -$6.4K | ﹤0.01% | 2003 |
|
|
2020
Q3 | $6K | Buy |
26
+12
| +86% | +$2.77K | ﹤0.01% | 1747 |
|
|
2020
Q2 | $3K | Buy |
+14
| New | +$3K | ﹤0.01% | 1871 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | -$2K | – | 8585 |
|
|
2019
Q4 | $2K | Hold |
6
| – | – | ﹤0.01% | 1963 |
|
|
2019
Q3 | $1K | Buy |
6
+4
| +200% | +$667 | ﹤0.01% | 1723 |
|
|
2019
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 8095 |
|
|
2019
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 7862 |
|
|
2018
Q4 | $0 | Buy |
+2
| New | – | ﹤0.01% | 7866 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 7654 |
|