Stifel Financial’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 |
-19,605
| Closed | -$4.51M | – | 3475 |
|
2022
Q4 | $4.51M | Sell |
19,605
-16,377
| -46% | -$3.77M | 0.01% | 1043 |
|
2022
Q3 | $12.1M | Sell |
35,982
-535
| -1% | -$180K | 0.02% | 579 |
|
2022
Q2 | $14.4M | Buy |
36,517
+9,511
| +35% | +$3.76M | 0.02% | 538 |
|
2022
Q1 | $15.1M | Sell |
27,006
-9,992
| -27% | -$5.59M | 0.02% | 575 |
|
2021
Q4 | $25.1M | Buy |
36,998
+432
| +1% | +$293K | 0.03% | 432 |
|
2021
Q3 | $23.7M | Sell |
36,566
-4,701
| -11% | -$3.04M | 0.03% | 431 |
|
2021
Q2 | $23M | Buy |
41,267
+2,310
| +6% | +$1.29M | 0.03% | 426 |
|
2021
Q1 | $19.2M | Sell |
38,957
-1,348
| -3% | -$665K | 0.03% | 443 |
|
2020
Q4 | $15.6M | Buy |
40,305
+3,576
| +10% | +$1.39M | 0.03% | 466 |
|
2020
Q3 | $8.84M | Sell |
36,729
-6,396
| -15% | -$1.54M | 0.02% | 574 |
|
2020
Q2 | $9.29M | Sell |
43,125
-4,252
| -9% | -$916K | 0.02% | 520 |
|
2020
Q1 | $7.16M | Buy |
47,377
+15,774
| +50% | +$2.38M | 0.02% | 534 |
|
2019
Q4 | $7.94M | Sell |
31,603
-4,782
| -13% | -$1.2M | 0.02% | 697 |
|
2019
Q3 | $7.6M | Buy |
36,385
+1,265
| +4% | +$264K | 0.02% | 660 |
|
2019
Q2 | $7.88M | Buy |
35,120
+5,787
| +20% | +$1.3M | 0.02% | 664 |
|
2019
Q1 | $6.52M | Sell |
29,333
-186
| -0.6% | -$41.4K | 0.02% | 690 |
|
2018
Q4 | $5.6M | Sell |
29,519
-3,890
| -12% | -$738K | 0.02% | 717 |
|
2018
Q3 | $10.4M | Sell |
33,409
-559
| -2% | -$174K | 0.03% | 529 |
|
2018
Q2 | $9.81M | Sell |
33,968
-2,033
| -6% | -$587K | 0.03% | 544 |
|
2018
Q1 | $8.64M | Buy |
36,001
+2,882
| +9% | +$692K | 0.03% | 582 |
|
2017
Q4 | $7.74M | Buy |
33,119
+27
| +0.1% | +$6.31K | 0.02% | 614 |
|
2017
Q3 | $6.19M | Buy |
33,092
+494
| +2% | +$92.5K | 0.02% | 663 |
|
2017
Q2 | $5.74M | Buy |
32,598
+4,347
| +15% | +$765K | 0.02% | 669 |
|
2017
Q1 | $5.26M | Sell |
28,251
-1,002
| -3% | -$187K | 0.02% | 678 |
|
2016
Q4 | $5.02M | Buy |
29,253
+1,104
| +4% | +$189K | 0.02% | 661 |
|
2016
Q3 | $3.11M | Buy |
28,149
+3,138
| +13% | +$347K | 0.01% | 818 |
|
2016
Q2 | $2.38M | Buy |
25,011
+5,356
| +27% | +$510K | 0.01% | 930 |
|
2016
Q1 | $2.01M | Buy |
19,655
+1,203
| +7% | +$123K | 0.01% | 923 |
|
2015
Q4 | $2.19M | Buy |
18,452
+13,093
| +244% | +$1.56M | 0.01% | 928 |
|
2015
Q3 | $619K | Sell |
5,359
-2,535
| -32% | -$293K | ﹤0.01% | 1441 |
|
2015
Q2 | $1.13M | Buy |
7,894
+4,821
| +157% | +$688K | 0.01% | 1304 |
|
2015
Q1 | $390K | Buy |
3,073
+254
| +9% | +$32.2K | ﹤0.01% | 1757 |
|
2014
Q4 | $328K | Buy |
2,819
+93
| +3% | +$10.8K | ﹤0.01% | 1829 |
|
2014
Q3 | $306K | Sell |
2,726
-464
| -15% | -$52.1K | ﹤0.01% | 1790 |
|
2014
Q2 | $372K | Buy |
3,190
+52
| +2% | +$6.06K | ﹤0.01% | 1663 |
|
2014
Q1 | $404K | Buy |
+3,138
| New | +$404K | ﹤0.01% | 1544 |
|