RJFSA
SIVB
Raymond James Financial Services Advisors’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,677
| Closed | -$2.92M | – | 3399 |
|
|
2022
Q4 | $2.92M | Buy |
12,677
+1,773
| +16% | +$408K | 0.01% | 1232 |
|
|
2022
Q3 | $3.66M | Sell |
10,904
-841
| -7% | -$282K | 0.01% | 1081 |
|
|
2022
Q2 | $4.64M | Sell |
11,745
-2,142
| -15% | -$846K | 0.01% | 964 |
|
|
2022
Q1 | $7.77M | Sell |
13,887
-1,170
| -8% | -$655K | 0.01% | 796 |
|
|
2021
Q4 | $10.2M | Sell |
15,057
-1,265
| -8% | -$858K | 0.02% | 678 |
|
|
2021
Q3 | $10.6M | Sell |
16,322
-185
| -1% | -$120K | 0.02% | 645 |
|
|
2021
Q2 | $9.19M | Sell |
16,507
-9,272
| -36% | -$5.16M | 0.02% | 689 |
|
|
2021
Q1 | $12.7M | Buy |
25,779
+12,987
| +102% | +$6.41M | 0.03% | 528 |
|
|
2020
Q4 | $4.96M | Buy |
12,792
+227
| +2% | +$88K | 0.01% | 843 |
|
|
2020
Q3 | $3.02M | Sell |
12,565
-156
| -1% | -$37.5K | 0.01% | 976 |
|
|
2020
Q2 | $2.74M | Sell |
12,721
-2,394
| -16% | -$516K | 0.01% | 978 |
|
|
2020
Q1 | $2.28M | Sell |
15,115
-2,216
| -13% | -$335K | 0.01% | 829 |
|
|
2019
Q4 | $4.35M | Sell |
17,331
-3,743
| -18% | -$940K | 0.01% | 774 |
|
|
2019
Q3 | $4.4M | Sell |
21,074
-13,044
| -38% | -$2.73M | 0.02% | 743 |
|
|
2019
Q2 | $7.66M | Sell |
34,118
-3,724
| -10% | -$836K | 0.03% | 531 |
|
|
2019
Q1 | $8.42M | Sell |
37,842
-6,590
| -15% | -$1.47M | 0.03% | 478 |
|
|
2018
Q4 | $8.44M | Sell |
44,432
-42,198
| -49% | -$8.01M | 0.04% | 395 |
|
|
2018
Q3 | $26.9M | Buy |
86,630
+3,156
| +4% | +$981K | 0.12% | 176 |
|
|
2018
Q2 | $24.1M | Buy |
+83,474
| New | +$24.1M | 0.12% | 182 |
|
|
2018
Q1 | – | Sell |
-60,284
| Closed | -$14.1M | – | 2773 |
|
|
2017
Q4 | $14.1M | Buy |
60,284
+38,354
| +175% | +$8.97M | 0.09% | 270 |
|
|
2017
Q3 | $4.1M | Buy |
21,930
+387
| +2% | +$72.4K | 0.03% | 608 |
|
|
2017
Q2 | $3.79M | Sell |
21,543
-918
| -4% | -$161K | 0.03% | 617 |
|
|
2017
Q1 | $4.18M | Sell |
22,461
-3,129
| -12% | -$582K | 0.03% | 538 |
|
|
2016
Q4 | $4.39M | Sell |
25,590
-771
| -3% | -$132K | 0.04% | 494 |
|
|
2016
Q3 | $2.91M | Sell |
26,361
-5,381
| -17% | -$595K | 0.03% | 610 |
|
|
2016
Q2 | $3.02M | Buy |
31,742
+188
| +0.6% | +$17.9K | 0.03% | 558 |
|
|
2016
Q1 | $3.22M | Sell |
31,554
-18,342
| -37% | -$1.87M | 0.04% | 449 |
|
|
2015
Q4 | $5.93M | Sell |
49,896
-46,955
| -48% | -$5.58M | 0.07% | 323 |
|
|
2015
Q3 | $11.2M | Buy |
96,851
+70,005
| +261% | +$8.09M | 0.19% | 134 |
|
|
2015
Q2 | $3.87M | Buy |
+26,846
| New | +$3.87M | 0.28% | 93 |
|