Larson Financial Group’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-57
| Closed | -$13.1K | – | 1614 |
|
|
2022
Q4 | $13.1K | Hold |
57
| – | – | ﹤0.01% | 786 |
|
|
2022
Q3 | $19K | Hold |
57
| – | – | ﹤0.01% | 647 |
|
|
2022
Q2 | $23K | Hold |
57
| – | – | ﹤0.01% | 523 |
|
|
2022
Q1 | $32K | Hold |
57
| – | – | 0.01% | 446 |
|
|
2021
Q4 | $39K | Buy |
57
+14
| +33% | +$9.58K | 0.01% | 424 |
|
|
2021
Q3 | $28K | Hold |
43
| – | – | 0.01% | 408 |
|
|
2021
Q2 | $24K | Hold |
43
| – | – | 0.01% | 407 |
|
|
2021
Q1 | $21K | Sell |
43
-52
| -55% | -$25.4K | 0.01% | 411 |
|
|
2020
Q4 | $37K | Hold |
95
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $23K | Buy |
95
+47
| +98% | +$11.4K | 0.01% | 299 |
|
|
2020
Q2 | $10K | Buy |
+48
| New | +$10K | ﹤0.01% | 407 |
|
|
2019
Q3 | – | Sell |
-17
| Closed | -$4K | – | 652 |
|
|
2019
Q2 | $4K | Hold |
17
| – | – | ﹤0.01% | 345 |
|
|
2019
Q1 | $4K | Hold |
17
| – | – | ﹤0.01% | 334 |
|
|
2018
Q4 | $3K | Buy |
+17
| New | +$3K | ﹤0.01% | 342 |
|