Prio Wealth Limited Partnership’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 | $1.75M | Sell |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $3.18M | Sell |
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|
2022
Q1 | $4.73M | Sell |
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|
2021
Q4 | $24.5M | Sell |
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|
2021
Q3 | $28.7M | Sell |
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|
2021
Q2 | $25.3M | Sell |
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|
2021
Q1 | $25.6M | Sell |
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|
2020
Q4 | $26.9M | Sell |
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|
2020
Q3 | $17.9M | Buy |
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|
2020
Q2 | $16M | Buy |
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|
2020
Q1 | $11.2M | Sell |
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|
2019
Q4 | $19.4M | Buy |
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|
2019
Q3 | $16.1M | Buy |
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|
2019
Q2 | $17M | Buy |
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|
2019
Q1 | $16.8M | Buy |
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|
2018
Q4 | $14.2M | Buy |
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|
2018
Q3 | $22.9M | Sell |
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|
2018
Q2 | $21.3M | Sell |
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|
2018
Q1 | $18.3M | Sell |
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|
2017
Q4 | $19.3M | Sell |
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|
2017
Q3 | $15.8M | Sell |
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|
2017
Q2 | $15.2M | Sell |
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|
2017
Q1 | $16.2M | Sell |
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|
2016
Q4 | $15.3M | Sell |
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|
2016
Q3 | $9.96M | Buy |
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|
2016
Q2 | $8.37M | Buy |
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|
2016
Q1 | $7.02M | Buy |
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|
2015
Q4 | $7.73M | Sell |
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|
2015
Q3 | $7.55M | Buy |
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