Bank of America’s Siebert Financial SIEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.4K | Buy |
4,845
+4,427
| +1,059% | +$19.6K | ﹤0.01% | 6027 |
|
|
2025
Q1 | $1.26K | Buy |
418
+8
| +2% | +$24 | ﹤0.01% | 6339 |
|
|
2024
Q4 | $1.3K | Hold |
410
| – | – | ﹤0.01% | 6325 |
|
|
2024
Q3 | $1.04K | Buy |
410
+43
| +12% | +$109 | ﹤0.01% | 6304 |
|
|
2024
Q2 | $639 | Buy |
367
+117
| +47% | +$204 | ﹤0.01% | 6411 |
|
|
2024
Q1 | $528 | Sell |
250
-14
| -5% | -$30 | ﹤0.01% | 6370 |
|
|
2023
Q4 | $444 | Buy |
264
+14
| +6% | +$24 | ﹤0.01% | 6331 |
|
|
2023
Q3 | $488 | Hold |
250
| – | – | ﹤0.01% | 6385 |
|
|
2023
Q2 | $620 | Hold |
250
| – | – | ﹤0.01% | 6399 |
|
|
2023
Q1 | $478 | Sell |
250
-15
| -6% | -$29 | ﹤0.01% | 6533 |
|
|
2022
Q4 | $361 | Buy |
265
+14
| +6% | +$19 | ﹤0.01% | 6646 |
|
|
2022
Q3 | $0 | Hold |
251
| – | – | ﹤0.01% | 7151 |
|
|
2022
Q2 | $0 | Hold |
251
| – | – | ﹤0.01% | 7360 |
|
|
2022
Q1 | $1K | Sell |
251
-263
| -51% | -$1.05K | ﹤0.01% | 7309 |
|
|
2021
Q4 | $2K | Sell |
514
-48
| -9% | -$187 | ﹤0.01% | 7118 |
|
|
2021
Q3 | $2K | Sell |
562
-1,455
| -72% | -$5.18K | ﹤0.01% | 6991 |
|
|
2021
Q2 | $9K | Sell |
2,017
-17,635
| -90% | -$78.7K | ﹤0.01% | 6496 |
|
|
2021
Q1 | $79K | Buy |
19,652
+14,693
| +296% | +$59.1K | ﹤0.01% | 5801 |
|
|
2020
Q4 | $21K | Buy |
4,959
+1,141
| +30% | +$4.83K | ﹤0.01% | 5810 |
|
|
2020
Q3 | $12K | Buy |
3,818
+171
| +5% | +$537 | ﹤0.01% | 5749 |
|
|
2020
Q2 | $18K | Buy |
3,647
+1,636
| +81% | +$8.08K | ﹤0.01% | 5701 |
|
|
2020
Q1 | $15K | Sell |
2,011
-1,060
| -35% | -$7.91K | ﹤0.01% | 5642 |
|
|
2019
Q4 | $26K | Sell |
3,071
-958
| -24% | -$8.11K | ﹤0.01% | 5602 |
|
|
2019
Q3 | $37K | Buy |
4,029
+449
| +13% | +$4.12K | ﹤0.01% | 5583 |
|
|
2019
Q2 | $33K | Buy |
3,580
+1,220
| +52% | +$11.2K | ﹤0.01% | 5661 |
|
|
2019
Q1 | $28K | Sell |
2,360
-2,820
| -54% | -$33.5K | ﹤0.01% | 5634 |
|
|
2018
Q4 | $74K | Sell |
5,180
-1,317
| -20% | -$18.8K | ﹤0.01% | 5310 |
|
|
2018
Q3 | $95K | Buy |
6,497
+490
| +8% | +$7.17K | ﹤0.01% | 5175 |
|
|
2018
Q2 | $63K | Buy |
6,007
+3,617
| +151% | +$37.9K | ﹤0.01% | 5296 |
|
|
2018
Q1 | $20K | Buy |
2,390
+1,390
| +139% | +$11.6K | ﹤0.01% | 5629 |
|
|
2017
Q4 | $14K | Sell |
1,000
-58
| -5% | -$812 | ﹤0.01% | 5703 |
|
|
2017
Q3 | $4K | Buy |
1,058
+58
| +6% | +$219 | ﹤0.01% | 5967 |
|
|
2017
Q2 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 5857 |
|
|
2017
Q1 | $4K | Hold |
1,000
| – | – | ﹤0.01% | 5937 |
|
|
2016
Q4 | $3K | Sell |
1,000
-22
| -2% | -$66 | ﹤0.01% | 5990 |
|
|
2016
Q3 | $1K | Buy |
1,022
+22
| +2% | +$22 | ﹤0.01% | 6172 |
|
|
2016
Q2 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 6184 |
|
|
2016
Q1 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 6027 |
|
|
2015
Q4 | $1K | Hold |
1,000
| – | – | ﹤0.01% | 6166 |
|
|
2015
Q3 | $2K | Hold |
1,000
| – | – | ﹤0.01% | 5910 |
|
|
2015
Q2 | $2K | Buy |
+1,000
| New | +$2K | ﹤0.01% | 5996 |
|
|
2014
Q3 | – | Sell |
-23
| Closed | – | – | 6108 |
|
|
2014
Q2 | $0 | Buy |
+23
| New | – | ﹤0.01% | 6111 |
|
|
2014
Q1 | – | Sell |
-4
| Closed | – | – | 5989 |
|
|
2013
Q4 | $0 | Buy |
+4
| New | – | ﹤0.01% | 6097 |
|