Rehmann Capital Advisory Group’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,832
| Closed | -$422K | – | 580 |
|
|
2022
Q4 | $422K | Buy |
1,832
+14
| +0.8% | +$3.22K | 0.04% | 327 |
|
|
2022
Q3 | $610K | Sell |
1,818
-47
| -3% | -$15.8K | 0.07% | 251 |
|
|
2022
Q2 | $737K | Buy |
1,865
+8
| +0.4% | +$3.16K | 0.08% | 212 |
|
|
2022
Q1 | $1.04M | Buy |
1,857
+8
| +0.4% | +$4.48K | 0.1% | 181 |
|
|
2021
Q4 | $1.25M | Sell |
1,849
-4
| -0.2% | -$2.71K | 0.12% | 164 |
|
|
2021
Q3 | $1.2M | Buy |
1,853
+4
| +0.2% | +$2.58K | 0.11% | 162 |
|
|
2021
Q2 | $1.03M | Sell |
1,849
-150
| -8% | -$83.5K | 0.1% | 177 |
|
|
2021
Q1 | $987K | Hold |
1,999
| – | – | 0.1% | 166 |
|
|
2020
Q4 | $775K | Hold |
1,999
| – | – | 0.09% | 193 |
|
|
2020
Q3 | $481K | Hold |
1,999
| – | – | 0.06% | 250 |
|
|
2020
Q2 | $431K | Sell |
1,999
-14
| -0.7% | -$3.02K | 0.06% | 262 |
|
|
2020
Q1 | $304K | Buy |
+2,013
| New | +$304K | 0.05% | 279 |
|
|
2019
Q3 | $42K | Hold |
201
| – | – | 0.01% | 678 |
|
|
2019
Q2 | $45.1K | Hold |
201
| – | – | 0.01% | 871 |
|
|
2019
Q1 | $44.7K | Hold |
201
| – | – | 0.01% | 848 |
|
|
2018
Q4 | $38.2K | Sell |
201
-4
| -2% | -$760 | 0.01% | 678 |
|
|
2018
Q3 | $63.7K | Sell |
205
-14
| -6% | -$4.35K | 0.01% | 717 |
|
|
2018
Q2 | $63.2K | Sell |
219
-6
| -3% | -$1.73K | 0.01% | 702 |
|
|
2018
Q1 | $54K | Buy |
+225
| New | +$54K | 0.01% | 744 |
|