RegentAtlantic Capital’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $930K | Sell |
2,771
-264
| -9% | -$88.6K | 0.03% | 323 |
|
|
2022
Q2 | $1.2M | Buy |
3,035
+1,079
| +55% | +$426K | 0.04% | 282 |
|
|
2022
Q1 | $1.09M | Buy |
1,956
+351
| +22% | +$196K | 0.03% | 304 |
|
|
2021
Q4 | $1.09M | Buy |
1,605
+368
| +30% | +$250K | 0.03% | 315 |
|
|
2021
Q3 | $800K | Buy |
1,237
+110
| +10% | +$71.1K | 0.02% | 341 |
|
|
2021
Q2 | $627K | Buy |
1,127
+191
| +20% | +$106K | 0.02% | 370 |
|
|
2021
Q1 | $462K | Buy |
+936
| New | +$462K | 0.02% | 391 |
|