Valeo Financial Advisors, LLC Svb Financial Group Transaction History

Valeo Financial Advisors, LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 09, 2023	BUY	$200.26 - $376.49 $192,449 - $361,806	961 New	961 $221,000
Q2 2021 Jul 22, 2021	SELL	$483.33 - $606.83 $36,249 - $45,512	-75 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$386.16 - $551.63 $28,962 - $41,372	75 New	75 $37,000
Q3 2020 Oct 28, 2020	SELL	$201.65 - $259.73 $4,436 - $5,714	-22 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$139.34 - $236.04 $2,090 - $3,540	15 Added 214.29%	22 $5,000
Q1 2020 Apr 13, 2020	SELL	$130.98 - $270.79 $25,279 - $52,262	-193 Reduced 96.5%	7 $1,000
Q4 2019 Jan 24, 2020	SELL	$188.33 - $254.21 $564 - $762	-3 Reduced 1.48%	200 $50,000
Q3 2019 Oct 15, 2019	SELL	$184.71 - $233.79 $184 - $233	-1 Reduced 0.49%	203 $42,000
Q4 2018 Jan 30, 2019	SELL	$180.49 - $321.39 $902 - $1,606	-5 Reduced 2.39%	204 $39,000
Q3 2018 Nov 01, 2018	BUY	$289.02 - $331.24 $1,445 - $1,656	5 Added 2.45%	209 $50,000
Q2 2018 Aug 14, 2018	BUY	$233.42 - $325.72 $44,116 - $61,561	189 Added 1260.0%	204 $64,000
Q1 2018 Apr 12, 2018	BUY	$227.08 - $270.72 $2,497 - $2,977	11 Added 275.0%	15 $4,000
Q3 2017 Nov 14, 2017	BUY	$160.72 - $187.09 $642 - $748	4	4 $1,000

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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