Lindbrook Capital’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 |
-284
| Closed | -$65.4K | – | 3003 |
|
|
2022
Q4 | $65.4K | Buy |
284
+132
| +87% | +$30.4K | 0.01% | 598 |
|
|
2022
Q3 | $51K | Sell |
152
-24
| -14% | -$8.05K | 0.01% | 637 |
|
|
2022
Q2 | $70K | Sell |
176
-3
| -2% | -$1.19K | 0.01% | 550 |
|
|
2022
Q1 | $100K | Sell |
179
-9
| -5% | -$5.03K | 0.02% | 467 |
|
|
2021
Q4 | $128K | Sell |
188
-1
| -0.5% | -$681 | 0.02% | 430 |
|
|
2021
Q3 | $122K | Sell |
189
-40
| -17% | -$25.8K | 0.03% | 234 |
|
|
2021
Q2 | $127K | Buy |
229
+5
| +2% | +$2.77K | 0.03% | 243 |
|
|
2021
Q1 | $111K | Buy |
224
+43
| +24% | +$21.3K | 0.03% | 254 |
|
|
2020
Q4 | $70K | Buy |
181
+2
| +1% | +$773 | 0.02% | 313 |
|
|
2020
Q3 | $43K | Sell |
179
-3
| -2% | -$721 | 0.01% | 396 |
|
|
2020
Q2 | $39K | Sell |
182
-22
| -11% | -$4.71K | 0.01% | 425 |
|
|
2020
Q1 | $31K | Buy |
204
+89
| +77% | +$13.5K | 0.01% | 426 |
|
|
2019
Q4 | $29K | Hold |
115
| – | – | 0.01% | 620 |
|
|
2019
Q3 | $24K | Hold |
115
| – | – | 0.01% | 649 |
|
|
2019
Q2 | $25K | Sell |
115
-4
| -3% | -$870 | 0.01% | 623 |
|
|
2019
Q1 | $26K | Hold |
119
| – | – | 0.01% | 614 |
|
|
2018
Q4 | $22K | Buy |
+119
| New | +$22K | 0.01% | 587 |
|