Charles Schwab’s Siebert Financial SIEB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $156K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $118K | Buy |
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|
2020
Q4 | $108K | Hold |
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|
2020
Q3 | $83K | Hold |
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|
2020
Q2 | $130K | Buy |
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|
2020
Q1 | $162K | Buy |
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|
2019
Q4 | $176K | Hold |
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|
2019
Q3 | $188K | Hold |
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|
2019
Q2 | $183K | Buy |
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|
2019
Q1 | $206K | Buy |
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|
2018
Q4 | $199K | Hold |
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|
2018
Q3 | $201K | Hold |
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|
2018
Q2 | $143K | Buy |
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