KA
SIVB
Kintegral Advisory’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,614
| Closed | -$832K | – | 265 |
|
|
2022
Q4 | $832K | Buy |
3,614
+869
| +32% | +$200K | 0.11% | 170 |
|
|
2022
Q3 | $922K | Hold |
2,745
| – | – | 0.13% | 146 |
|
|
2022
Q2 | $1.08M | Buy |
2,745
+58
| +2% | +$22.9K | 0.14% | 141 |
|
|
2022
Q1 | $1.5M | Buy |
2,687
+60
| +2% | +$33.6K | 0.17% | 127 |
|
|
2021
Q4 | $1.78M | Hold |
2,627
| – | – | 0.18% | 119 |
|
|
2021
Q3 | $1.7M | Hold |
2,627
| – | – | 0.2% | 118 |
|
|
2021
Q2 | $1.46M | Hold |
2,627
| – | – | 0.17% | 130 |
|
|
2021
Q1 | $1.3M | Hold |
2,627
| – | – | 0.17% | 131 |
|
|
2020
Q4 | $1.02M | Hold |
2,627
| – | – | 0.14% | 139 |
|
|
2020
Q3 | $632K | Sell |
2,627
-85
| -3% | -$20.4K | 0.1% | 175 |
|
|
2020
Q2 | $585K | Hold |
2,712
| – | – | 0.09% | 183 |
|
|
2020
Q1 | $410K | Buy |
2,712
+304
| +13% | +$46K | 0.08% | 200 |
|
|
2019
Q4 | $605K | Hold |
2,408
| – | – | 0.11% | 172 |
|
|
2019
Q3 | $503K | Hold |
2,408
| – | – | 0.1% | 189 |
|
|
2019
Q2 | $541K | Hold |
2,408
| – | – | 0.11% | 183 |
|
|
2019
Q1 | $535K | Buy |
2,408
+1,231
| +105% | +$273K | 0.11% | 179 |
|
|
2018
Q4 | $224K | Buy |
+1,177
| New | +$224K | 0.07% | 212 |
|