JT Stratford LLC’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
Q4 | – | Sell |
-895
| Closed | -$301K | – | 228 |
|
|
2022
Q3 | $301K | Sell |
895
-1,875
| -68% | -$631K | 0.11% | 158 |
|
|
2022
Q2 | $1.09M | Sell |
2,770
-186
| -6% | -$73.5K | 0.35% | 74 |
|
|
2022
Q1 | $1.65M | Buy |
2,956
+127
| +4% | +$71.1K | 0.48% | 61 |
|
|
2021
Q4 | $1.92M | Buy |
2,829
+214
| +8% | +$145K | 0.53% | 54 |
|
|
2021
Q3 | $1.69M | Buy |
2,615
+268
| +11% | +$173K | 0.52% | 51 |
|
|
2021
Q2 | $1.31M | Buy |
2,347
+192
| +9% | +$107K | 0.42% | 67 |
|
|
2021
Q1 | $1.06M | Buy |
+2,155
| New | +$1.06M | 0.38% | 71 |
|