Kestra Advisory Services, LLC Svb Financial Group Transaction History

Kestra Advisory Services, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 31, 2023	BUY	$200.26 - $376.49 $72,694 - $136,665	363 Added 30.68%	1,546 $355,000
Q3 2022 Nov 01, 2022	SELL	$21.04 - $436.17 $6,522 - $135,212	-310 Reduced 20.76%	1,183 $397 Million
Q2 2022 Aug 12, 2022	BUY	$389.13 - $547.75 $172,773 - $243,201	444 Added 42.33%	1,493 $590,000
Q1 2022 Apr 26, 2022	BUY	$494.35 - $737.77 $5,437 - $8,115	11 Added 1.06%	1,049 $586,000
Q4 2021 Jan 20, 2022	BUY	$637.64 - $755.03 $121,151 - $143,455	190 Added 22.41%	1,038 $704,000
Q3 2021 Oct 19, 2021	BUY	$534.95 - $674.41 $36,376 - $45,859	68 Added 8.72%	848 $548,000
Q2 2021 Jul 28, 2021	BUY	$483.33 - $606.83 $78,782 - $98,913	163 Added 26.42%	780 $434,000
Q1 2021 May 10, 2021	BUY	$386.16 - $551.63 $238,260 - $340,355	617 New	617 $304,000

150K

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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