Sunbelt Securities’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,485
| Closed | -$342K | – | 1651 |
|
|
2022
Q4 | $342K | Buy |
1,485
+32
| +2% | +$7.36K | 0.07% | 320 |
|
|
2022
Q3 | $488K | Buy |
1,453
+26
| +2% | +$8.73K | 0.1% | 234 |
|
|
2022
Q2 | $564K | Buy |
1,427
+17
| +1% | +$6.72K | 0.12% | 219 |
|
|
2022
Q1 | $800K | Sell |
1,410
-143
| -9% | -$81.1K | 0.15% | 180 |
|
|
2021
Q4 | $987K | Sell |
1,553
-274
| -15% | -$174K | 0.16% | 151 |
|
|
2021
Q3 | $1.03M | Hold |
1,827
| – | – | 0.18% | 137 |
|
|
2021
Q2 | $1.03M | Buy |
1,827
+39
| +2% | +$21.9K | 0.18% | 137 |
|
|
2021
Q1 | $883K | Sell |
1,788
-41
| -2% | -$20.2K | 0.17% | 148 |
|
|
2020
Q4 | $709K | Buy |
1,829
+122
| +7% | +$47.3K | 0.15% | 177 |
|
|
2020
Q3 | $437K | Buy |
+1,707
| New | +$437K | 0.12% | 215 |
|