D.A. Davidson & Co’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-95
| Closed | -$16K | – | 2362 |
|
|
2017
Q2 | $16K | Sell |
95
-182
| -66% | -$30.7K | ﹤0.01% | 1895 |
|
|
2017
Q1 | $51K | Sell |
277
-2,599
| -90% | -$479K | ﹤0.01% | 1517 |
|
|
2016
Q4 | $492K | Buy |
2,876
+7
| +0.2% | +$1.2K | 0.01% | 653 |
|
|
2016
Q3 | $315K | Sell |
2,869
-325
| -10% | -$35.7K | 0.01% | 784 |
|
|
2016
Q2 | $301K | Buy |
3,194
+22
| +0.7% | +$2.07K | 0.01% | 707 |
|
|
2016
Q1 | $321K | Buy |
3,172
+762
| +32% | +$77.1K | 0.01% | 663 |
|
|
2015
Q4 | $285K | Sell |
2,410
-2,105
| -47% | -$249K | 0.01% | 735 |
|
|
2015
Q3 | $519K | Sell |
4,515
-2,850
| -39% | -$328K | 0.02% | 520 |
|
|
2015
Q2 | $1.06M | Sell |
7,365
-248
| -3% | -$35.7K | 0.03% | 395 |
|
|
2015
Q1 | $966K | Sell |
7,613
-111
| -1% | -$14.1K | 0.03% | 410 |
|
|
2014
Q4 | $896K | Buy |
7,724
+89
| +1% | +$10.3K | 0.03% | 433 |
|
|
2014
Q3 | $854K | Sell |
7,635
-74
| -1% | -$8.28K | 0.03% | 451 |
|
|
2014
Q2 | $898K | Sell |
7,709
-180
| -2% | -$21K | 0.03% | 453 |
|
|
2014
Q1 | $1.01M | Sell |
7,889
-841
| -10% | -$108K | 0.04% | 405 |
|
|
2013
Q4 | $912K | Sell |
8,730
-4,270
| -33% | -$446K | 0.03% | 428 |
|
|
2013
Q3 | $1.12M | Sell |
13,000
-340
| -3% | -$29.3K | 0.05% | 328 |
|
|
2013
Q2 | $1.11M | Buy |
+13,340
| New | +$1.11M | 0.05% | 306 |
|