Janney Montgomery Scott’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,677
| Closed | -$616K | – | 2741 |
|
|
2022
Q4 | $616K | Sell |
2,677
-430
| -14% | -$98.9K | ﹤0.01% | 1639 |
|
|
2022
Q3 | $1.04M | Sell |
3,107
-2,710
| -47% | -$910K | ﹤0.01% | 1287 |
|
|
2022
Q2 | $2.35M | Sell |
5,817
-17,282
| -75% | -$6.99M | 0.01% | 861 |
|
|
2022
Q1 | $12.9M | Buy |
23,099
+406
| +2% | +$227K | 0.06% | 313 |
|
|
2021
Q4 | $15.4M | Sell |
22,693
-1,852
| -8% | -$1.26M | 0.06% | 287 |
|
|
2021
Q3 | $15.9M | Buy |
24,545
+1,948
| +9% | +$1.26M | 0.07% | 256 |
|
|
2021
Q2 | $12.6M | Buy |
22,597
+1,246
| +6% | +$693K | 0.06% | 306 |
|
|
2021
Q1 | $10.5M | Buy |
21,351
+17,727
| +489% | +$8.75M | 0.05% | 318 |
|
|
2020
Q4 | $1.41M | Buy |
3,624
+306
| +9% | +$119K | 0.01% | 1022 |
|
|
2020
Q3 | $798K | Sell |
3,318
-390
| -11% | -$93.8K | ﹤0.01% | 1195 |
|
|
2020
Q2 | $799K | Sell |
3,708
-2,538
| -41% | -$547K | 0.01% | 1149 |
|
|
2020
Q1 | $944K | Buy |
6,246
+210
| +3% | +$31.7K | 0.01% | 950 |
|
|
2019
Q4 | $1.52M | Sell |
6,036
-4,322
| -42% | -$1.08M | 0.01% | 894 |
|
|
2019
Q3 | $2.16M | Sell |
10,358
-516
| -5% | -$108K | 0.02% | 734 |
|
|
2019
Q2 | $2.44M | Buy |
10,874
+3,017
| +38% | +$678K | 0.02% | 651 |
|
|
2019
Q1 | $1.75M | Buy |
7,857
+6,343
| +419% | +$1.41M | 0.01% | 772 |
|
|
2018
Q4 | $288K | Sell |
1,514
-1,144
| -43% | -$218K | ﹤0.01% | 1585 |
|
|
2018
Q3 | $826K | Buy |
2,658
+22
| +0.8% | +$6.84K | 0.01% | 1149 |
|
|
2018
Q2 | $761K | Buy |
+2,636
| New | +$761K | 0.01% | 1140 |
|