Steward Partners Investment Advisory’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-437
| Closed | -$395 | – | 3431 |
|
|
2023
Q1 | $395 | Hold |
437
| – | – | ﹤0.01% | 3184 |
|
|
2022
Q4 | $101K | Sell |
437
-83
| -16% | -$19.1K | ﹤0.01% | 1547 |
|
|
2022
Q3 | $175K | Sell |
520
-98
| -16% | -$33K | ﹤0.01% | 1257 |
|
|
2022
Q2 | $244K | Sell |
618
-50
| -7% | -$19.7K | ﹤0.01% | 1129 |
|
|
2022
Q1 | $374K | Sell |
668
-52
| -7% | -$29.1K | 0.01% | 1034 |
|
|
2021
Q4 | $488K | Hold |
720
| – | – | 0.01% | 942 |
|
|
2021
Q3 | $466K | Buy |
720
+100
| +16% | +$64.7K | 0.01% | 931 |
|
|
2021
Q2 | $345K | Buy |
620
+234
| +61% | +$130K | 0.01% | 1110 |
|
|
2021
Q1 | $191K | Buy |
386
+1
| +0.3% | +$494 | ﹤0.01% | 1331 |
|
|
2020
Q4 | $149K | Hold |
385
| – | – | ﹤0.01% | 1194 |
|
|
2020
Q3 | $93K | Hold |
385
| – | – | ﹤0.01% | 1254 |
|
|
2020
Q2 | $83K | Buy |
385
+112
| +41% | +$24.1K | ﹤0.01% | 1227 |
|
|
2020
Q1 | $41K | Buy |
273
+64
| +31% | +$9.61K | ﹤0.01% | 1346 |
|
|
2019
Q4 | $52K | Sell |
209
-112
| -35% | -$27.9K | ﹤0.01% | 1379 |
|
|
2019
Q3 | $67K | Sell |
321
-953
| -75% | -$199K | ﹤0.01% | 1237 |
|
|
2019
Q2 | $286K | Sell |
1,274
-409
| -24% | -$91.8K | 0.01% | 713 |
|
|
2019
Q1 | $374K | Sell |
1,683
-227
| -12% | -$50.4K | 0.02% | 585 |
|
|
2018
Q4 | $362K | Buy |
1,910
+847
| +80% | +$161K | 0.02% | 565 |
|
|
2018
Q3 | $330K | Buy |
1,063
+215
| +25% | +$66.7K | 0.02% | 595 |
|
|
2018
Q2 | $245K | Buy |
848
+654
| +337% | +$189K | 0.01% | 613 |
|
|
2018
Q1 | $46K | Buy |
194
+84
| +76% | +$19.9K | ﹤0.01% | 1037 |
|
|
2017
Q4 | $25K | Sell |
110
-1
| -0.9% | -$227 | ﹤0.01% | 1051 |
|
|
2017
Q3 | $20K | Buy |
111
+1
| +0.9% | +$180 | ﹤0.01% | 948 |
|
|
2017
Q2 | $19K | Hold |
110
| – | – | ﹤0.01% | 890 |
|
|
2017
Q1 | $20K | Buy |
+110
| New | +$20K | ﹤0.01% | 771 |
|