Summit Wealth & Retirement Planning, Inc. Svb Financial Group Transaction History

Summit Wealth & Retirement Planning, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 10, 2021	SELL	$386.16 - $551.63 $1.13 Million - $1.62 Million	-2,937 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$245.3 - $387.83 $19,133 - $30,250	-78 Reduced 2.59%	2,937 $1.14 Million
Q3 2020 Nov 10, 2020	SELL	$201.65 - $259.73 $25,206 - $32,466	-125 Reduced 3.98%	3,015 $725,000
Q2 2020 Aug 13, 2020	SELL	$139.34 - $236.04 $24,384 - $41,307	-175 Reduced 5.28%	3,140 $677,000
Q1 2020 May 11, 2020	BUY	$130.98 - $270.79 $65,489 - $135,395	500 Added 17.76%	3,315 $501,000
Q4 2019 Feb 10, 2020	SELL	$188.33 - $254.21 $26,366 - $35,589	-140 Reduced 4.74%	2,815 $707,000
Q3 2019 Nov 12, 2019	SELL	$184.71 - $233.79 $12,006 - $15,196	-65 Reduced 2.15%	2,955 $617,000
Q2 2019 Aug 06, 2019	SELL	$201.4 - $258.61 $46,322 - $59,480	-230 Reduced 7.08%	3,020 $678,000
Q1 2019 May 08, 2019	BUY	$189.64 - $250.81 $616,330 - $815,132	3,250 New	3,250 $723,000

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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