Charles Schwab’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 | $156K | Buy |
+35,189
| New | +$156K | ﹤0.01% | 3398 |
|
|
2021
Q2 | – | Sell |
-29,034
| Closed | -$118K | – | 3527 |
|
|
2021
Q1 | $118K | Buy |
29,034
+3,363
| +13% | +$13.7K | ﹤0.01% | 3369 |
|
|
2020
Q4 | $108K | Hold |
25,671
| – | – | ﹤0.01% | 3317 |
|
|
2020
Q3 | $83K | Hold |
25,671
| – | – | ﹤0.01% | 3255 |
|
|
2020
Q2 | $130K | Buy |
25,671
+3,354
| +15% | +$17K | ﹤0.01% | 3225 |
|
|
2020
Q1 | $162K | Buy |
22,317
+1,985
| +10% | +$14.4K | ﹤0.01% | 3046 |
|
|
2019
Q4 | $176K | Hold |
20,332
| – | – | ﹤0.01% | 3054 |
|
|
2019
Q3 | $188K | Hold |
20,332
| – | – | ﹤0.01% | 3046 |
|
|
2019
Q2 | $183K | Buy |
20,332
+2,950
| +17% | +$26.6K | ﹤0.01% | 3095 |
|
|
2019
Q1 | $206K | Buy |
17,382
+3,682
| +27% | +$43.6K | ﹤0.01% | 3016 |
|
|
2018
Q4 | $199K | Hold |
13,700
| – | – | ﹤0.01% | 3018 |
|
|
2018
Q3 | $201K | Hold |
13,700
| – | – | ﹤0.01% | 3076 |
|
|
2018
Q2 | $143K | Buy |
+13,700
| New | +$143K | ﹤0.01% | 3090 |
|