Beacon Investment Advisory Services, Inc. Svb Financial Group Transaction History

Beacon Investment Advisory Services, Inc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 13, 2023	BUY	$200.26 - $376.49 $6,408 - $12,047	32 Added 3.39%	975 $0
Q3 2022 Oct 20, 2022	SELL	$21.04 - $436.17 $63 - $1,308	-3 Reduced 0.32%	943 $317,000
Q2 2022 Jul 21, 2022	BUY	$389.13 - $547.75 $1,167 - $1,643	3 Added 0.32%	946 $374,000
Q4 2021 Feb 04, 2022	BUY	$637.64 - $755.03 $19,766 - $23,405	31 Added 3.4%	943 $640,000
Q3 2021 Nov 09, 2021	SELL	$534.95 - $674.41 $24,072 - $30,348	-45 Reduced 4.7%	912 $590,000
Q2 2021 Aug 02, 2021	SELL	$483.33 - $606.83 $14,016 - $17,598	-29 Reduced 2.94%	957 $533,000
Q1 2021 May 21, 2021	BUY	$386.16 - $551.63 $41,705 - $59,576	108 Added 12.3%	986 $487,000
Q3 2020 Oct 29, 2020	BUY	$201.65 - $259.73 $177,048 - $228,042	878 New	878 $211,000
Q1 2020 May 05, 2020	SELL	$130.98 - $270.79 $115,000 - $237,753	-878 Closed	0 $0
Q4 2019 Jan 31, 2020	BUY	$188.33 - $254.21 $165,353 - $223,196	878 New	878 $220,000
Q4 2018 Feb 08, 2019	SELL	$180.49 - $321.39 $158,470 - $282,180	-878 Closed	0 $0
Q3 2018 Nov 09, 2018	SELL	$289.02 - $331.24 $25,722 - $29,480	-89 Reduced 9.2%	878 $273,000
Q1 2018 Apr 26, 2018	SELL	$227.08 - $270.72 $30,201 - $36,005	-133 Reduced 12.09%	967 $232,000
Q4 2017 Feb 02, 2018	SELL	$181.64 - $241.7 $70,839 - $94,263	-390 Reduced 26.17%	1,100 $257,000
Q3 2017 Nov 14, 2017	BUY	$160.72 - $187.09 $239,472 - $278,764	1,490	1,490 $279,000

137K

Ticker SIVB
Exchange NASDAQ
Sector Financial Services
Industry Banks—Regional
Shares Outstandng 59,104,100
Market Cap $28.4M
Description
SVB Financial Group, a diversified financial services company, offers various banking and financial products and services. It operates through four segments: Global Commercial Bank, SVB Private Bank, SVB Capital, and SVB Securities. The Global Commercial Bank segment provides commercial banking products and services, including credit, treasury m...

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