Peloton Wealth Strategists Svb Financial Group Transaction History

Peloton Wealth Strategists

$246 Million
Q3 2024

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$200.26 - $376.49 $192,049 - $361,053	959 Added 13.01%	8,329 $1.92 Million
Q3 2022 Nov 14, 2022	BUY	$21.04 - $436.17 $25,458 - $527,765	1,210 Added 19.64%	7,370 $2.48 Million
Q2 2022 Aug 12, 2022	SELL	$389.13 - $547.75 $48,641 - $68,468	-125 Reduced 1.99%	6,160 $2.43 Million
Q1 2022 May 09, 2022	SELL	$494.35 - $737.77 $61,793 - $92,221	-125 Reduced 1.95%	6,285 $3.52 Million
Q4 2021 Feb 10, 2022	SELL	$637.64 - $755.03 $315,631 - $373,739	-495 Reduced 7.17%	6,410 $4.35 Million
Q3 2021 Nov 15, 2021	SELL	$534.95 - $674.41 $337,018 - $424,878	-630 Reduced 8.36%	6,905 $4.47 Million
Q2 2021 Aug 16, 2021	SELL	$483.33 - $606.83 $724,995 - $910,245	-1,500 Reduced 16.6%	7,535 $4.19 Million
Q1 2021 Jun 23, 2021	SELL	$386.16 - $551.63 $430,568 - $615,067	-1,115 Reduced 10.99%	9,035 $4.46 Million
Q4 2020 Feb 17, 2021	SELL	$245.3 - $387.83 $100,573 - $159,010	-410 Reduced 3.88%	10,150 $3.94 Million
Q3 2020 Nov 17, 2020	SELL	$201.65 - $259.73 $131,072 - $168,824	-650 Reduced 5.8%	10,560 $2.54 Million
Q2 2020 Aug 13, 2020	SELL	$139.34 - $236.04 $6,967 - $11,802	-50 Reduced 0.44%	11,210 $2.42 Million
Q1 2020 May 15, 2020	SELL	$130.98 - $270.79 $26,195 - $54,158	-200 Reduced 1.75%	11,260 $1.7 Million
Q4 2019 Feb 14, 2020	SELL	$188.33 - $254.21 $9,416 - $12,710	-50 Reduced 0.43%	11,460 $2.88 Million
Q3 2019 Nov 13, 2019	BUY	$184.71 - $233.79 $9,235 - $11,689	50 Added 0.44%	11,510 $2.41 Million
Q2 2019 Aug 12, 2019	BUY	$201.4 - $258.61 $57,399 - $73,703	285 Added 2.55%	11,460 $2.57 Million
Q1 2019 May 15, 2019	BUY	$189.64 - $250.81 $241,790 - $319,782	1,275 Added 12.88%	11,175 $2.49 Million
Q3 2018 Nov 14, 2018	SELL	$289.02 - $331.24 $14,451 - $16,562	-50 Reduced 0.5%	9,900 $3.08 Million
Q2 2018 Aug 15, 2018	SELL	$233.42 - $325.72 $58,355 - $81,430	-250 Reduced 2.45%	9,950 $2.87 Million
Q1 2018 May 07, 2018	SELL	$227.08 - $270.72 $22,708 - $27,072	-100 Reduced 0.97%	10,200 $2.45 Million
Q4 2017 Feb 15, 2018	BUY	$181.64 - $241.7 $45,410 - $60,425	250 Added 2.49%	10,300 $2.41 Million
Q3 2017 Nov 09, 2017	BUY	$160.72 - $187.09 $1.62 Million - $1.88 Million	10,050	10,050 $1.88 Million

Others Institutions Holding SIVB

# of Institutions

Shares Held

137K

Call Options Held

Put Options Held

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About SVB FINANCIAL GROUP

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...

More about SIVB

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