United Capital Financial Advisors’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-3,057
| Closed | -$1.03M | – | 1136 |
|
|
2022
Q3 | $1.03M | Buy |
3,057
+843
| +38% | +$283K | 0.01% | 606 |
|
|
2022
Q2 | $875K | Buy |
2,214
+1,736
| +363% | +$686K | ﹤0.01% | 660 |
|
|
2022
Q1 | $267K | Buy |
478
+86
| +22% | +$48K | ﹤0.01% | 1019 |
|
|
2021
Q4 | $266K | Buy |
+392
| New | +$266K | ﹤0.01% | 1062 |
|
|
2020
Q3 | – | Sell |
-1,891
| Closed | -$408K | – | 1244 |
|
|
2020
Q2 | $408K | Buy |
1,891
+58
| +3% | +$12.5K | ﹤0.01% | 929 |
|
|
2020
Q1 | $277K | Sell |
1,833
-538
| -23% | -$81.3K | ﹤0.01% | 986 |
|
|
2019
Q4 | $595K | Buy |
2,371
+189
| +9% | +$47.4K | ﹤0.01% | 932 |
|
|
2019
Q3 | $456K | Sell |
2,182
-235
| -10% | -$49.1K | ﹤0.01% | 967 |
|
|
2019
Q2 | $543K | Buy |
2,417
+28
| +1% | +$6.29K | ﹤0.01% | 1014 |
|
|
2019
Q1 | $531K | Buy |
2,389
+135
| +6% | +$30K | ﹤0.01% | 955 |
|
|
2018
Q4 | $428K | Buy |
+2,254
| New | +$428K | ﹤0.01% | 962 |
|