Jacobi Capital Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-119
| Closed | -$77K | – | 1461 |
|
|
2021
Q3 | $77K | Hold |
119
| – | – | 0.01% | 561 |
|
|
2021
Q2 | $66K | Hold |
119
| – | – | 0.01% | 565 |
|
|
2021
Q1 | $59K | Hold |
119
| – | – | 0.01% | 544 |
|
|
2020
Q4 | $46K | Buy |
119
+11
| +10% | +$4.25K | 0.01% | 551 |
|
|
2020
Q3 | $26K | Hold |
108
| – | – | ﹤0.01% | 619 |
|
|
2020
Q2 | $23K | Hold |
108
| – | – | ﹤0.01% | 623 |
|
|
2020
Q1 | $16K | Buy |
+108
| New | +$16K | ﹤0.01% | 628 |
|