Bank of New York Mellon’s Siebert Financial SIEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110K | Buy |
+24,963
| New | +$110K | ﹤0.01% | 4038 |
|
|
2021
Q2 | – | Sell |
-25,516
| Closed | -$104K | – | 4454 |
|
|
2021
Q1 | $104K | Sell |
25,516
-636
| -2% | -$2.59K | ﹤0.01% | 4157 |
|
|
2020
Q4 | $110K | Sell |
26,152
-1,211
| -4% | -$5.09K | ﹤0.01% | 4062 |
|
|
2020
Q3 | $88K | Buy |
27,363
+249
| +0.9% | +$801 | ﹤0.01% | 3971 |
|
|
2020
Q2 | $138K | Buy |
27,114
+4,724
| +21% | +$24K | ﹤0.01% | 3872 |
|
|
2020
Q1 | $162K | Buy |
22,390
+1
| +0% | +$7 | ﹤0.01% | 3789 |
|
|
2019
Q4 | $194K | Hold |
22,389
| – | – | ﹤0.01% | 3918 |
|
|
2019
Q3 | $206K | Sell |
22,389
-1,000
| -4% | -$9.2K | ﹤0.01% | 3889 |
|
|
2019
Q2 | $211K | Buy |
23,389
+1,913
| +9% | +$17.3K | ﹤0.01% | 3896 |
|
|
2019
Q1 | $254K | Sell |
21,476
-848
| -4% | -$10K | ﹤0.01% | 3794 |
|
|
2018
Q4 | $323K | Buy |
22,324
+7,404
| +50% | +$107K | ﹤0.01% | 3678 |
|
|
2018
Q3 | $218K | Buy |
14,920
+329
| +2% | +$4.81K | ﹤0.01% | 3898 |
|
|
2018
Q2 | $152K | Buy |
+14,591
| New | +$152K | ﹤0.01% | 3949 |
|