Soa Wealth Advisors, Llc. Svb Financial Group Transaction History

Soa Wealth Advisors, Llc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 10, 2023	SELL	$200.26 - $376.49 $400 - $752	-2 Reduced 14.29%	12 $0
Q3 2022 Oct 07, 2022	SELL	$21.04 - $436.17 $21 - $436	-1 Reduced 6.67%	14 $4,000
Q2 2022 Jul 13, 2022	SELL	$389.13 - $547.75 $29,963 - $42,176	-77 Reduced 83.7%	15 $5,000
Q3 2021 Oct 12, 2021	SELL	$534.95 - $674.41 $534 - $674	-1 Reduced 1.08%	92 $59,000
Q2 2021 Jul 14, 2021	BUY	$483.33 - $606.83 $19,816 - $24,880	41 Added 78.85%	93 $51,000
Q1 2021 Apr 26, 2021	SELL	$386.16 - $551.63 $386 - $551	-1 Reduced 1.89%	52 $25,000
Q4 2020 Mar 10, 2021	BUY	$245.3 - $387.83 $13,000 - $20,554	53 New	53 $26,000

151K

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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