Ladenburg Thalmann Financial 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 | |
---|---|---|---|---|---|---|---|---|
2019
Q4 | $274K | Buy |
1,089
+108
| +11% | +$27.2K | ﹤0.01% | 2274 |
|
2019
Q3 | $205K | Sell |
981
-521
| -35% | -$109K | ﹤0.01% | 2446 |
|
2019
Q2 | $337K | Buy |
1,502
+183
| +14% | +$41.1K | ﹤0.01% | 2055 |
|
2019
Q1 | $293K | Buy |
1,319
+180
| +16% | +$40K | ﹤0.01% | 2112 |
|
2018
Q4 | $216K | Buy |
1,139
+130
| +13% | +$24.7K | ﹤0.01% | 2189 |
|
2018
Q3 | $313K | Sell |
1,009
-591
| -37% | -$183K | ﹤0.01% | 1958 |
|
2018
Q2 | $384K | Hold |
1,600
| – | – | ﹤0.01% | 1755 |
|
2018
Q1 | $384K | Buy |
1,600
+614
| +62% | +$147K | ﹤0.01% | 1755 |
|
2017
Q4 | $231K | Buy |
986
+13
| +1% | +$3.05K | ﹤0.01% | 2103 |
|
2017
Q3 | $182K | Buy |
973
+57
| +6% | +$10.7K | ﹤0.01% | 2187 |
|
2017
Q2 | $161K | Sell |
916
-11
| -1% | -$1.93K | ﹤0.01% | 2181 |
|
2017
Q1 | $173K | Sell |
927
-62
| -6% | -$11.6K | ﹤0.01% | 2024 |
|
2016
Q4 | $167K | Sell |
989
-504
| -34% | -$85.1K | ﹤0.01% | 1952 |
|
2016
Q3 | $166K | Buy |
1,493
+863
| +137% | +$96K | ﹤0.01% | 1887 |
|
2016
Q2 | $60K | Buy |
630
+183
| +41% | +$17.4K | ﹤0.01% | 2550 |
|
2016
Q1 | $45K | Sell |
447
-4,404
| -91% | -$443K | ﹤0.01% | 2689 |
|
2015
Q4 | $577K | Buy |
4,851
+3,811
| +366% | +$453K | 0.01% | 955 |
|
2015
Q3 | $119K | Sell |
1,040
-791
| -43% | -$90.5K | ﹤0.01% | 1865 |
|
2015
Q2 | $264K | Buy |
1,831
+45
| +3% | +$6.49K | ﹤0.01% | 1410 |
|
2015
Q1 | $227K | Sell |
1,786
-723
| -29% | -$91.9K | ﹤0.01% | 1494 |
|
2014
Q4 | $291K | Sell |
2,509
-1,222
| -33% | -$142K | 0.01% | 1202 |
|
2014
Q3 | $418K | Buy |
3,731
+1,260
| +51% | +$141K | 0.01% | 866 |
|
2014
Q2 | $288K | Buy |
2,471
+650
| +36% | +$75.8K | 0.01% | 1013 |
|
2014
Q1 | $235K | Buy |
1,821
+405
| +29% | +$52.3K | 0.01% | 1051 |
|
2013
Q4 | $148K | Buy |
1,416
+175
| +14% | +$18.3K | ﹤0.01% | 1234 |
|
2013
Q3 | $107K | Buy |
1,241
+1,212
| +4,179% | +$105K | ﹤0.01% | 1362 |
|
2013
Q2 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 3415 |
|