Northeast Investment Management’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
2022
Q4
$2.03M Sell
2022
Q3
$3.12M Sell
2022
Q2
$3.76M Hold
2022
Q1
$5.32M Hold
2021
Q4
$6.45M Sell
2021
Q3
$6.18M Buy
2021
Q2
$220K Buy
2020
Q1
Sell
2019
Q4
$382K Sell
2019
Q3
$729K Sell
2019
Q2
$996K Sell
2019
Q1
$1.03M Buy
2018
Q4
$469K Sell
2018
Q3
$1.05M Buy
2018
Q2
$526K Buy