JIR
SIVB
James Investment Research’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18
| Closed | -$4K | – | 654 |
|
|
2022
Q4 | $4K | Sell |
18
-5,331
| -100% | -$1.18M | ﹤0.01% | 502 |
|
|
2022
Q3 | $1.8M | Sell |
5,349
-5,513
| -51% | -$1.85M | 0.26% | 96 |
|
|
2022
Q2 | $4.29M | Sell |
10,862
-1,385
| -11% | -$547K | 0.57% | 51 |
|
|
2022
Q1 | $6.85M | Sell |
12,247
-1,684
| -12% | -$942K | 0.72% | 40 |
|
|
2021
Q4 | $9.45M | Sell |
13,931
-1,675
| -11% | -$1.14M | 0.87% | 33 |
|
|
2021
Q3 | $10.1M | Buy |
15,606
+11
| +0.1% | +$7.12K | 0.94% | 35 |
|
|
2021
Q2 | $8.68M | Buy |
15,595
+330
| +2% | +$184K | 0.74% | 47 |
|
|
2021
Q1 | $7.54M | Buy |
15,265
+7,808
| +105% | +$3.85M | 0.68% | 51 |
|
|
2020
Q4 | $2.89M | Buy |
+7,457
| New | +$2.89M | 0.26% | 107 |
|