SVB Wealth’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $13.8K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $416 | Sell |
|
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|
2024
Q1 | $1K | Sell |
|
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|
2023
Q4 | $796 | Sell |
|
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|
2023
Q3 | $9.29K | Sell |
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|
2023
Q2 | $53.5K | Sell |
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|
2023
Q1 | $95.4K | Buy |
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|
2022
Q4 | $21.2M | Buy |
|
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|
2022
Q3 | $30.4M | Buy |
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|
2022
Q2 | $285K | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $346K | Sell |
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|
2021
Q3 | $2.7M | Buy |
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