RA
SIVB
RFG Advisory’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-444
| Closed | -$248K | – | 606 |
|
|
2022
Q1 | $248K | Sell |
444
-22
| -5% | -$12.3K | 0.02% | 447 |
|
|
2021
Q4 | $316K | Buy |
466
+20
| +4% | +$13.6K | 0.02% | 388 |
|
|
2021
Q3 | $289K | Hold |
446
| – | – | 0.02% | 360 |
|
|
2021
Q2 | $248K | Sell |
446
-16
| -3% | -$8.9K | 0.02% | 386 |
|
|
2021
Q1 | $228K | Sell |
462
-10
| -2% | -$4.94K | 0.02% | 398 |
|
|
2020
Q4 | $200K | Buy |
+472
| New | +$200K | 0.03% | 418 |
|