Moody Lynn & Lieberson’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.82M | Sell |
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|
2022
Q3 | $10.1M | Sell |
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|
2022
Q2 | $12.4M | Sell |
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|
2022
Q1 | $18.2M | Sell |
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|
2021
Q4 | $35.4M | Buy |
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|
2021
Q3 | $33.6M | Buy |
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|
2021
Q2 | $21.6M | Buy |
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|
2021
Q1 | $18.1M | Buy |
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|
2020
Q4 | $14.1M | Buy |
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|
2020
Q3 | $6.78M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $392K | Buy |
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|
2019
Q3 | $324K | Sell |
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|
2019
Q2 | $3.61M | Sell |
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|
2019
Q1 | $6.13M | Buy |
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|
2018
Q4 | $661K | Sell |
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|
2018
Q3 | $1.12M | Buy |
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|
2018
Q2 | $1.01M | Sell |
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|
2018
Q1 | $855K | Sell |
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|
2017
Q4 | $885K | Sell |
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|
2017
Q3 | $671K | Sell |
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|
2017
Q2 | $1.18M | Buy |
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|
2017
Q1 | $547K | Buy |
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|
2016
Q4 | $504K | Sell |
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|
2016
Q3 | $409K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $4M | Buy |
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|
2015
Q1 | $222K | Hold |
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|
2014
Q4 | $203K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $204K | Hold |
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|
2014
Q1 | $225K | Buy |
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