Motley Fool Asset Management’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-24,779
| Closed | -$5.7M | – | 211 |
|
|
2022
Q4 | $5.7M | Sell |
24,779
-955
| -4% | -$220K | 0.64% | 46 |
|
|
2022
Q3 | $8.64M | Sell |
25,734
-609
| -2% | -$204K | 0.85% | 40 |
|
|
2022
Q2 | $10.9M | Buy |
26,343
+7,743
| +42% | +$3.19M | 1.02% | 31 |
|
|
2022
Q1 | $10.4M | Sell |
18,600
-827
| -4% | -$463K | 0.76% | 40 |
|
|
2021
Q4 | $13.2M | Buy |
19,427
+125
| +0.6% | +$84.8K | 0.84% | 37 |
|
|
2021
Q3 | $12.5M | Buy |
19,302
+1,302
| +7% | +$842K | 0.81% | 40 |
|
|
2021
Q2 | $10M | Hold |
18,000
| – | – | 0.66% | 50 |
|
|
2021
Q1 | $8.89M | Buy |
18,000
+8,000
| +80% | +$3.95M | 0.64% | 50 |
|
|
2020
Q4 | $3.88M | Hold |
10,000
| – | – | 0.29% | 76 |
|
|
2020
Q3 | $2.41M | Hold |
10,000
| – | – | 0.21% | 86 |
|
|
2020
Q2 | $2.16M | Hold |
10,000
| – | – | 0.22% | 78 |
|
|
2020
Q1 | $1.51M | Hold |
10,000
| – | – | 0.2% | 81 |
|
|
2019
Q4 | $2.51M | Hold |
10,000
| – | – | 0.27% | 68 |
|
|
2019
Q3 | $2.09M | Hold |
10,000
| – | – | 0.24% | 68 |
|
|
2019
Q2 | $2.25M | Hold |
10,000
| – | – | 0.25% | 72 |
|
|
2019
Q1 | $2.22M | Hold |
10,000
| – | – | 0.26% | 71 |
|
|
2018
Q4 | $1.9M | Sell |
10,000
-698
| -7% | -$133K | 0.27% | 67 |
|
|
2018
Q3 | $3.33M | Buy |
10,698
+131
| +1% | +$40.7K | 0.4% | 65 |
|
|
2018
Q2 | $3.05M | Buy |
10,567
+567
| +6% | +$164K | 0.41% | 64 |
|
|
2018
Q1 | $2.4M | Buy |
+10,000
| New | +$2.4M | 0.34% | 64 |
|