GC
SIVB
Grimes & Company’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-23,242
| Closed | -$5.35M | – | 319 |
|
|
2022
Q4 | $5.35M | Buy |
23,242
+695
| +3% | +$160K | 0.23% | 82 |
|
|
2022
Q3 | $7.57M | Buy |
22,547
+348
| +2% | +$117K | 0.4% | 58 |
|
|
2022
Q2 | $8.77M | Buy |
22,199
+393
| +2% | +$155K | 0.44% | 56 |
|
|
2022
Q1 | $12.2M | Buy |
21,806
+89
| +0.4% | +$49.8K | 0.64% | 49 |
|
|
2021
Q4 | $14.7M | Sell |
21,717
-102
| -0.5% | -$69.2K | 0.67% | 40 |
|
|
2021
Q3 | $14.1M | Sell |
21,819
-1,100
| -5% | -$712K | 0.61% | 44 |
|
|
2021
Q2 | $12.8M | Sell |
22,919
-1,918
| -8% | -$1.07M | 0.55% | 50 |
|
|
2021
Q1 | $12.3M | Sell |
24,837
-13,715
| -36% | -$6.77M | 0.59% | 46 |
|
|
2020
Q4 | $15M | Sell |
38,552
-1,681
| -4% | -$652K | 0.78% | 31 |
|
|
2020
Q3 | $9.68M | Buy |
40,233
+745
| +2% | +$179K | 0.62% | 48 |
|
|
2020
Q2 | $8.51M | Buy |
39,488
+139
| +0.4% | +$30K | 0.59% | 53 |
|
|
2020
Q1 | $5.95M | Sell |
39,349
-451
| -1% | -$68.1K | 0.54% | 47 |
|
|
2019
Q4 | $9.99M | Buy |
39,800
+57
| +0.1% | +$14.3K | 0.65% | 39 |
|
|
2019
Q3 | $8.3M | Buy |
39,743
+1,956
| +5% | +$409K | 0.59% | 46 |
|
|
2019
Q2 | $8.49M | Buy |
+37,787
| New | +$8.49M | 0.64% | 44 |
|