Great Diamond Partners, LLC Svb Financial Group Transaction History

Great Diamond Partners, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 01, 2023	BUY	$200.26 - $376.49 $53,669 - $100,899	268 Added 35.83%	1,016 $233,000
Q3 2022 Oct 24, 2022	BUY	$21.04 - $436.17 $21 - $436	1 Added 0.13%	748 $251,000
Q2 2022 Jul 26, 2022	SELL	$389.13 - $547.75 $40,858 - $57,513	-105 Reduced 12.32%	747 $295,000
Q1 2022 May 05, 2022	BUY	$494.35 - $737.77 $2,471 - $3,688	5 Added 0.59%	852 $476,000
Q4 2021 Jan 26, 2022	BUY	$637.64 - $755.03 $12,115 - $14,345	19 Added 2.29%	847 $574,000
Q3 2021 Oct 21, 2021	SELL	$534.95 - $674.41 $3,744 - $4,720	-7 Reduced 0.84%	828 $535,000
Q2 2021 Jul 26, 2021	SELL	$483.33 - $606.83 $3,866 - $4,854	-8 Reduced 0.95%	835 $464,000
Q1 2021 May 04, 2021	BUY	$386.16 - $551.63 $16,991 - $24,271	44 Added 5.51%	843 $416,000
Q4 2020 Jan 26, 2021	BUY	$245.3 - $387.83 $195,994 - $309,876	799 New	799 $309,000
Q1 2020 May 01, 2020	SELL	$130.98 - $270.79 $58,417 - $120,772	-446 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$188.33 - $254.21 $83,995 - $113,377	446 New	446 $111,000

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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