Kings Point Capital Management’s SVB Financial Group SIVB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
$22K Hold
2021
Q4
$27K Hold
2021
Q3
$26K Hold
2021
Q2
$22K Hold
2021
Q1
$20K Hold
2020
Q4
$16K Buy