HighPoint Advisor Group’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
$575K Buy
+1,411
New +$575K 0.06% 258
2021
Q3
$743K Buy
1,148
+38
+3% +$24.6K 0.07% 223
2021
Q2
$618K Buy
1,110
+104
+10% +$57.9K 0.06% 261
2021
Q1
$501K Buy
1,006
+29
+3% +$14.4K 0.06% 266
2020
Q4
$493K Buy
+977
New +$493K 0.06% 262