SIVB
LPL Financial’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-28,070
| Closed | -$6.46M | – | 4642 |
|
|
2022
Q4 | $6.46M | Buy |
28,070
+736
| +3% | +$169K | 0.01% | 1294 |
|
|
2022
Q3 | $9.18M | Sell |
27,334
-6,444
| -19% | -$2.16M | 0.01% | 1006 |
|
|
2022
Q2 | $13.3M | Sell |
33,778
-1,776
| -5% | -$702K | 0.01% | 820 |
|
|
2022
Q1 | $19.9M | Buy |
35,554
+1,746
| +5% | +$977K | 0.02% | 673 |
|
|
2021
Q4 | $22.9M | Buy |
33,808
+5,597
| +20% | +$3.8M | 0.02% | 627 |
|
|
2021
Q3 | $18.2M | Buy |
28,211
+2,729
| +11% | +$1.77M | 0.02% | 660 |
|
|
2021
Q2 | $14.2M | Sell |
25,482
-4,160
| -14% | -$2.31M | 0.01% | 733 |
|
|
2021
Q1 | $14.6M | Buy |
29,642
+12,028
| +68% | +$5.94M | 0.02% | 658 |
|
|
2020
Q4 | $6.83M | Buy |
17,614
+16,350
| +1,294% | +$6.34M | 0.01% | 942 |
|
|
2020
Q3 | $304K | Sell |
1,264
-12
| -0.9% | -$2.89K | ﹤0.01% | 2883 |
|
|
2020
Q2 | $275K | Sell |
1,276
-3,974
| -76% | -$856K | ﹤0.01% | 2879 |
|
|
2020
Q1 | $793K | Buy |
5,250
+3,273
| +166% | +$494K | ﹤0.01% | 1771 |
|
|
2019
Q4 | $496K | Sell |
1,977
-852
| -30% | -$214K | ﹤0.01% | 2376 |
|
|
2019
Q3 | $591K | Sell |
2,829
-1,848
| -40% | -$386K | ﹤0.01% | 2133 |
|
|
2019
Q2 | $1.05M | Buy |
4,677
+586
| +14% | +$132K | ﹤0.01% | 1689 |
|
|
2019
Q1 | $910K | Sell |
4,091
-639
| -14% | -$142K | ﹤0.01% | 1707 |
|
|
2018
Q4 | $898K | Buy |
4,730
+1,212
| +34% | +$230K | ﹤0.01% | 1604 |
|
|
2018
Q3 | $1.09M | Buy |
3,518
+625
| +22% | +$194K | ﹤0.01% | 1605 |
|
|
2018
Q2 | $835K | Sell |
2,893
-390
| -12% | -$113K | ﹤0.01% | 1737 |
|
|
2018
Q1 | $788K | Sell |
3,283
-130
| -4% | -$31.2K | ﹤0.01% | 1774 |
|
|
2017
Q4 | $798K | Sell |
3,413
-212
| -6% | -$49.6K | ﹤0.01% | 1692 |
|
|
2017
Q3 | $678K | Sell |
3,625
-830
| -19% | -$155K | ﹤0.01% | 1703 |
|
|
2017
Q2 | $783K | Buy |
4,455
+790
| +22% | +$139K | ﹤0.01% | 1543 |
|
|
2017
Q1 | $674K | Buy |
3,665
+261
| +8% | +$48K | ﹤0.01% | 1545 |
|
|
2016
Q4 | $586K | Sell |
3,404
-2,626
| -44% | -$452K | ﹤0.01% | 1608 |
|
|
2016
Q3 | $679K | Buy |
6,030
+1,756
| +41% | +$198K | 0.01% | 1478 |
|
|
2016
Q2 | $387K | Buy |
4,274
+1,888
| +79% | +$171K | ﹤0.01% | 1881 |
|
|
2016
Q1 | $238K | Sell |
2,386
-1,304
| -35% | -$130K | ﹤0.01% | 2683 |
|
|
2015
Q4 | $430K | Buy |
3,690
+1,820
| +97% | +$212K | ﹤0.01% | 2294 |
|
|
2015
Q3 | $216K | Sell |
1,870
-588
| -24% | -$67.9K | ﹤0.01% | 2462 |
|
|
2015
Q2 | $352K | Hold |
2,458
| – | – | ﹤0.01% | 2178 |
|
|
2015
Q1 | $307K | Hold |
2,458
| – | – | ﹤0.01% | 2233 |
|
|
2014
Q4 | $285K | Sell |
2,458
-224
| -8% | -$26K | ﹤0.01% | 2212 |
|
|
2014
Q3 | $294K | Sell |
2,682
-173
| -6% | -$19K | ﹤0.01% | 2190 |
|
|
2014
Q2 | $333K | Sell |
2,855
-882
| -24% | -$103K | ﹤0.01% | 2117 |
|
|
2014
Q1 | $481K | Sell |
3,737
-84
| -2% | -$10.8K | ﹤0.01% | 1772 |
|
|
2013
Q4 | $401K | Buy |
3,821
+1,592
| +71% | +$167K | ﹤0.01% | 1895 |
|
|
2013
Q3 | $210K | Sell |
2,229
-729
| -25% | -$68.7K | ﹤0.01% | 2285 |
|
|
2013
Q2 | $246K | Buy |
+2,958
| New | +$246K | ﹤0.01% | 2053 |
|