Summit Securities Group’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-59
| Closed | -$14K | – | 1209 |
|
|
2022
Q4 | $14K | Sell |
59
-15
| -20% | -$3.56K | ﹤0.01% | 753 |
|
|
2022
Q3 | $25K | Sell |
74
-50
| -40% | -$16.9K | ﹤0.01% | 497 |
|
|
2022
Q2 | $49K | Buy |
124
+100
| +417% | +$39.5K | 0.01% | 380 |
|
|
2022
Q1 | $13K | Buy |
+24
| New | +$13K | ﹤0.01% | 564 |
|
|
2017
Q3 | – | Sell |
-2,158
| Closed | -$379K | – | 264 |
|
|
2017
Q2 | $379K | Sell |
2,158
-7,059
| -77% | -$1.24M | 0.07% | 103 |
|
|
2017
Q1 | $1.72M | Buy |
9,217
+4,207
| +84% | +$783K | 0.49% | 34 |
|
|
2016
Q4 | $860K | Buy |
+5,010
| New | +$860K | 0.19% | 83 |
|
|
2016
Q3 | – | Sell |
-4,948
| Closed | -$471K | – | 301 |
|
|
2016
Q2 | $471K | Sell |
4,948
-35,060
| -88% | -$3.34M | 0.25% | 93 |
|
|
2016
Q1 | $4.08M | Buy |
+40,008
| New | +$4.08M | 2.86% | 8 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$13K | – | 635 |
|
|
2015
Q1 | $13K | Buy |
+100
| New | +$13K | 0.01% | 244 |
|