Meeder Asset Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-798
| Closed | – | – | 1075 |
|
|
2024
Q4 | $0 | Hold |
798
| – | – | ﹤0.01% | 1038 |
|
|
2024
Q3 | $9 | Hold |
798
| – | – | ﹤0.01% | 834 |
|
|
2024
Q2 | $24 | Hold |
798
| – | – | ﹤0.01% | 850 |
|
|
2024
Q1 | $40 | Hold |
798
| – | – | ﹤0.01% | 732 |
|
|
2023
Q4 | $24 | Hold |
798
| – | – | ﹤0.01% | 453 |
|
|
2023
Q3 | $72 | Hold |
798
| – | – | ﹤0.01% | 480 |
|
|
2023
Q2 | $413 | Hold |
798
| – | – | ﹤0.01% | 490 |
|
|
2023
Q1 | $722 | Buy |
+798
| New | +$722 | ﹤0.01% | 563 |
|
|
2022
Q4 | – | Sell |
-707
| Closed | -$237K | – | 2236 |
|
|
2022
Q3 | $237K | Sell |
707
-415
| -37% | -$139K | 0.01% | 541 |
|
|
2022
Q2 | $443K | Buy |
1,122
+286
| +34% | +$113K | 0.03% | 420 |
|
|
2022
Q1 | $468K | Buy |
836
+141
| +20% | +$78.9K | 0.02% | 418 |
|
|
2021
Q4 | $471K | Sell |
695
-1,513
| -69% | -$1.03M | 0.05% | 223 |
|
|
2021
Q3 | $1.43M | Sell |
2,208
-324
| -13% | -$210K | 0.07% | 215 |
|
|
2021
Q2 | $1.41M | Sell |
2,532
-135
| -5% | -$75.1K | 0.07% | 218 |
|
|
2021
Q1 | $1.32M | Buy |
2,667
+2,422
| +989% | +$1.2M | 0.07% | 221 |
|
|
2020
Q4 | $95K | Sell |
245
-3,261
| -93% | -$1.26M | 0.02% | 433 |
|
|
2020
Q3 | $844K | Buy |
3,506
+413
| +13% | +$99.4K | 0.05% | 265 |
|
|
2020
Q2 | $668K | Buy |
3,093
+2,108
| +214% | +$455K | 0.04% | 313 |
|
|
2020
Q1 | $149K | Buy |
985
+850
| +630% | +$129K | 0.01% | 631 |
|
|
2019
Q4 | $34K | Buy |
135
+69
| +105% | +$17.4K | ﹤0.01% | 1174 |
|
|
2019
Q3 | $14K | Sell |
66
-3
| -4% | -$636 | ﹤0.01% | 1432 |
|
|
2019
Q2 | $16K | Buy |
69
+25
| +57% | +$5.8K | ﹤0.01% | 1326 |
|
|
2019
Q1 | $10K | Buy |
+44
| New | +$10K | ﹤0.01% | 1256 |
|