IFP Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-39
| Closed | -$4.56K | – | 3631 |
|
|
2023
Q1 | $4.56K | Sell |
39
-57
| -59% | -$6.67K | ﹤0.01% | 2606 |
|
|
2022
Q4 | $20K | Sell |
96
-21
| -18% | -$4.38K | ﹤0.01% | 2905 |
|
|
2022
Q3 | $33K | Buy |
117
+17
| +17% | +$4.8K | ﹤0.01% | 2711 |
|
|
2022
Q2 | $29K | Hold |
100
| – | – | ﹤0.01% | 2565 |
|
|
2022
Q1 | $29K | Sell |
100
-52
| -34% | -$15.1K | ﹤0.01% | 2565 |
|
|
2021
Q4 | $99K | Buy |
152
+95
| +167% | +$61.9K | ﹤0.01% | 1252 |
|
|
2021
Q3 | $36K | Sell |
57
-26
| -31% | -$16.4K | ﹤0.01% | 1676 |
|
|
2021
Q2 | $47K | Sell |
83
-6,850
| -99% | -$3.88M | ﹤0.01% | 1563 |
|
|
2021
Q1 | $3.39M | Buy |
6,933
+6,907
| +26,565% | +$3.38M | 0.07% | 143 |
|
|
2020
Q4 | $10K | Hold |
26
| – | – | ﹤0.01% | 2088 |
|
|
2020
Q3 | $7K | Hold |
26
| – | – | ﹤0.01% | 2057 |
|
|
2020
Q2 | $5K | Sell |
26
-31
| -54% | -$5.96K | ﹤0.01% | 2121 |
|
|
2020
Q1 | $11K | Buy |
57
+5
| +10% | +$965 | ﹤0.01% | 1735 |
|
|
2019
Q4 | $13K | Buy |
52
+13
| +33% | +$3.25K | ﹤0.01% | 1817 |
|
|
2019
Q3 | $7K | Buy |
+39
| New | +$7K | ﹤0.01% | 2245 |
|
|
2019
Q1 | $6K | Sell |
30
-119
| -80% | -$23.8K | ﹤0.01% | 1832 |
|
|
2018
Q4 | $28K | Sell |
149
-102
| -41% | -$19.2K | ﹤0.01% | 1927 |
|
|
2018
Q3 | $78K | Sell |
251
-13
| -5% | -$4.04K | ﹤0.01% | 1631 |
|
|
2018
Q2 | $76K | Buy |
264
+224
| +560% | +$64.5K | ﹤0.01% | 1643 |
|
|
2018
Q1 | $9K | Hold |
40
| – | – | ﹤0.01% | 2889 |
|
|
2017
Q4 | $9K | Buy |
40
+15
| +60% | +$3.38K | ﹤0.01% | 2886 |
|
|
2017
Q3 | $5K | Sell |
25
-48
| -66% | -$9.6K | ﹤0.01% | 3421 |
|
|
2017
Q2 | $13K | Sell |
73
-3
| -4% | -$534 | ﹤0.01% | 2851 |
|
|
2017
Q1 | $14K | Buy |
76
+51
| +204% | +$9.4K | ﹤0.01% | 2722 |
|
|
2016
Q4 | $4K | Sell |
25
-58
| -70% | -$9.28K | ﹤0.01% | 3443 |
|
|
2016
Q3 | $9K | Sell |
83
-1,360
| -94% | -$147K | ﹤0.01% | 2925 |
|
|
2016
Q2 | $137K | Buy |
1,443
+1,413
| +4,710% | +$134K | 0.01% | 1166 |
|
|
2016
Q1 | $6K | Sell |
30
-1,462
| -98% | -$292K | ﹤0.01% | 1832 |
|
|
2015
Q4 | $177K | Buy |
+1,492
| New | +$177K | 0.01% | 888 |
|