Next Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $111K | Sell |
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|
2021
Q3 | $116K | Buy |
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|
2021
Q2 | $90K | Sell |
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|
2021
Q1 | $96K | Buy |
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|
2020
Q4 | $75K | Buy |
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|
2020
Q3 | $36K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $22K | Hold |
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|
2019
Q4 | $36K | Hold |
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|
2019
Q3 | $30K | Hold |
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|
2019
Q2 | $33K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $10K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $248K | Sell |
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|
2017
Q2 | $268K | Hold |
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|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $639K | Buy |
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|
2016
Q3 | $361K | Buy |
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|
2016
Q2 | $302K | Hold |
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|
2016
Q1 | $324K | Hold |
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|
2015
Q4 | $377K | Hold |
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|
2015
Q3 | $367K | Hold |
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|
2015
Q2 | $457K | Sell |
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|
2015
Q1 | $434K | Hold |
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|
2014
Q4 | $397K | Hold |
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|
2014
Q3 | $383K | Buy |
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