Clearstead Advisors, LLC Svb Financial Group Transaction History

Clearstead Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$389.13 - $547.75 $8,560 - $12,050	-22 Reduced 5.64%	368 $145,000
Q1 2022 May 04, 2022	BUY	$494.35 - $737.77 $10,875 - $16,230	22 Added 5.98%	390 $218,000
Q4 2021 Feb 14, 2022	SELL	$637.64 - $755.03 $42,721 - $50,587	-67 Reduced 15.4%	368 $250,000
Q3 2021 Nov 12, 2021	SELL	$534.95 - $674.41 $2,674 - $3,372	-5 Reduced 1.14%	435 $281,000
Q2 2021 Aug 12, 2021	BUY	$483.33 - $606.83 $2,416 - $3,034	5 Added 1.15%	440 $245,000
Q1 2021 May 14, 2021	SELL	$386.16 - $551.63 $21,624 - $30,891	-56 Reduced 11.41%	435 $215,000
Q2 2020 Aug 11, 2020	BUY	$139.34 - $236.04 $1,532 - $2,596	11 Added 2.29%	491 $106,000
Q1 2020 May 14, 2020	BUY	$130.98 - $270.79 $62,870 - $129,979	480 New	480 $73,000

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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