Stamos Capital Partners’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
-4,270
Closed -$983K 136
2022
Q4
$983K Buy
4,270
+2,180
+104% +$502K 0.31% 83
2022
Q3
$702K Buy
+2,090
New +$702K 0.18% 96