SW
SIVB
SVB Wealth’s SVB Financial Group SIVB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-13,809
| Closed | -$13.8K | – | 1838 |
|
|
2024
Q4 | $13.8K | Buy |
+13,809
| New | +$13.8K | ﹤0.01% | 745 |
|
|
2024
Q3 | – | Sell |
-13,853
| Closed | -$416 | – | 676 |
|
|
2024
Q2 | $416 | Sell |
13,853
-6,150
| -31% | -$185 | ﹤0.01% | 744 |
|
|
2024
Q1 | $1K | Sell |
20,003
-4,030
| -17% | -$201 | ﹤0.01% | 852 |
|
|
2023
Q4 | $796 | Sell |
24,033
-79,142
| -77% | -$2.62K | ﹤0.01% | 874 |
|
|
2023
Q3 | $9.29K | Sell |
103,175
-93
| -0.1% | -$8 | ﹤0.01% | 853 |
|
|
2023
Q2 | $53.5K | Sell |
103,268
-2,194
| -2% | -$1.14K | ﹤0.01% | 904 |
|
|
2023
Q1 | $95.4K | Buy |
105,462
+13,452
| +15% | +$12.2K | ﹤0.01% | 939 |
|
|
2022
Q4 | $21.2M | Buy |
92,010
+1,430
| +2% | +$329K | 0.29% | 72 |
|
|
2022
Q3 | $30.4M | Buy |
90,580
+89,858
| +12,446% | +$30.2M | 0.44% | 38 |
|
|
2022
Q2 | $285K | Buy |
722
+207
| +40% | +$81.7K | ﹤0.01% | 584 |
|
|
2022
Q1 | $289K | Buy |
515
+4
| +0.8% | +$2.25K | ﹤0.01% | 595 |
|
|
2021
Q4 | $346K | Sell |
511
-3,669
| -88% | -$2.48M | 0.01% | 538 |
|
|
2021
Q3 | $2.7M | Buy |
+4,180
| New | +$2.7M | 0.03% | 219 |
|