Kestra Advisory Services’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 |
-1,546
| Closed | -$356K | – | 2353 |
|
|
2022
Q4 | $356K | Buy |
1,546
+363
| +31% | +$83.5K | ﹤0.01% | 1620 |
|
|
2022
Q3 | $397K | Sell |
1,183
-310
| -21% | -$104K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $590K | Buy |
1,493
+444
| +42% | +$175K | 0.01% | 1231 |
|
|
2022
Q1 | $587K | Buy |
1,049
+11
| +1% | +$6.16K | 0.01% | 1201 |
|
|
2021
Q4 | $704K | Buy |
1,038
+190
| +22% | +$129K | 0.01% | 1141 |
|
|
2021
Q3 | $549K | Buy |
848
+68
| +9% | +$44K | 0.01% | 1340 |
|
|
2021
Q2 | $434K | Buy |
780
+163
| +26% | +$90.7K | ﹤0.01% | 1352 |
|
|
2021
Q1 | $305K | Buy |
+617
| New | +$305K | ﹤0.01% | 1456 |
|