Next Financial Group’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $111K | Sell |
164
-16
| -9% | -$10.8K | 0.01% | 1111 |
|
|
2021
Q3 | $116K | Buy |
180
+18
| +11% | +$11.6K | 0.01% | 1047 |
|
|
2021
Q2 | $90K | Sell |
162
-32
| -16% | -$17.8K | 0.01% | 1170 |
|
|
2021
Q1 | $96K | Buy |
194
+1
| +0.5% | +$495 | 0.01% | 1048 |
|
|
2020
Q4 | $75K | Buy |
193
+43
| +29% | +$16.7K | 0.01% | 1065 |
|
|
2020
Q3 | $36K | Buy |
+150
| New | +$36K | ﹤0.01% | 1205 |
|
|
2020
Q2 | – | Sell |
-145
| Closed | -$22K | – | 2164 |
|
|
2020
Q1 | $22K | Hold |
145
| – | – | ﹤0.01% | 1246 |
|
|
2019
Q4 | $36K | Hold |
145
| – | – | ﹤0.01% | 1328 |
|
|
2019
Q3 | $30K | Hold |
145
| – | – | ﹤0.01% | 1310 |
|
|
2019
Q2 | $33K | Buy |
+145
| New | +$33K | ﹤0.01% | 1305 |
|
|
2019
Q1 | – | Sell |
-53
| Closed | -$10K | – | 2304 |
|
|
2018
Q4 | $10K | Buy |
+53
| New | +$10K | ﹤0.01% | 1358 |
|
|
2017
Q4 | – | Sell |
-1,348
| Closed | -$248K | – | 1749 |
|
|
2017
Q3 | $248K | Sell |
1,348
-179
| -12% | -$32.9K | 0.07% | 269 |
|
|
2017
Q2 | $268K | Hold |
1,527
| – | – | 0.07% | 290 |
|
|
2017
Q1 | $269K | Sell |
1,527
-2,196
| -59% | -$387K | 0.07% | 259 |
|
|
2016
Q4 | $639K | Buy |
3,723
+459
| +14% | +$78.8K | 0.11% | 208 |
|
|
2016
Q3 | $361K | Buy |
3,264
+86
| +3% | +$9.51K | 0.07% | 314 |
|
|
2016
Q2 | $302K | Hold |
3,178
| – | – | 0.1% | 215 |
|
|
2016
Q1 | $324K | Hold |
3,178
| – | – | 0.11% | 182 |
|
|
2015
Q4 | $377K | Hold |
3,178
| – | – | 0.14% | 154 |
|
|
2015
Q3 | $367K | Hold |
3,178
| – | – | 0.13% | 167 |
|
|
2015
Q2 | $457K | Sell |
3,178
-240
| -7% | -$34.5K | 0.16% | 145 |
|
|
2015
Q1 | $434K | Hold |
3,418
| – | – | 0.14% | 158 |
|
|
2014
Q4 | $397K | Hold |
3,418
| – | – | 0.13% | 172 |
|
|
2014
Q3 | $383K | Buy |
+3,418
| New | +$383K | 0.08% | 297 |
|