West Oak Capital’s SVB Financial Group SIVB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-35
| Closed | – | – | 331 |
|
|
2023
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 320 |
|
|
2023
Q2 | $18 | Hold |
35
| – | – | ﹤0.01% | 317 |
|
|
2023
Q1 | $32 | Hold |
35
| – | – | ﹤0.01% | 320 |
|
|
2022
Q4 | $8K | Hold |
35
| – | – | ﹤0.01% | 225 |
|
|
2022
Q3 | $12K | Hold |
35
| – | – | 0.01% | 230 |
|
|
2022
Q2 | $14K | Sell |
35
-40
| -53% | -$16K | 0.01% | 224 |
|
|
2022
Q1 | $42K | Hold |
75
| – | – | 0.02% | 186 |
|
|
2021
Q4 | $51K | Hold |
75
| – | – | 0.02% | 186 |
|
|
2021
Q3 | $49K | Buy |
75
+40
| +114% | +$26.1K | 0.02% | 192 |
|
|
2021
Q2 | $19K | Hold |
35
| – | – | 0.01% | 245 |
|
|
2021
Q1 | $17K | Hold |
35
| – | – | 0.01% | 242 |
|
|
2020
Q4 | $14K | Buy |
+35
| New | +$14K | 0.01% | 244 |
|