Morgan Stanley’s Siebert Financial SIEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $159K | Buy |
36,080
+32,809
| +1,003% | +$145K | ﹤0.01% | 5939 |
|
|
2025
Q1 | $9.85K | Buy |
3,271
+944
| +41% | +$2.84K | ﹤0.01% | 6802 |
|
|
2024
Q4 | $7.35K | Hold |
2,327
| – | – | ﹤0.01% | 6899 |
|
|
2024
Q3 | $5.89K | Hold |
2,327
| – | – | ﹤0.01% | 6861 |
|
|
2024
Q2 | $4.05K | Hold |
2,327
| – | – | ﹤0.01% | 6906 |
|
|
2024
Q1 | $4.91K | Sell |
2,327
-2,327
| -50% | -$4.91K | ﹤0.01% | 6894 |
|
|
2023
Q4 | $7.82K | Buy |
4,654
+2,267
| +95% | +$3.81K | ﹤0.01% | 6891 |
|
|
2023
Q3 | $4.66K | Buy |
2,387
+60
| +3% | +$117 | ﹤0.01% | 6930 |
|
|
2023
Q2 | $5.77K | Hold |
2,327
| – | – | ﹤0.01% | 6955 |
|
|
2023
Q1 | $4.45K | Hold |
2,327
| – | – | ﹤0.01% | 7079 |
|
|
2022
Q4 | $3.17K | Sell |
2,327
-1
| -0% | -$1 | ﹤0.01% | 7259 |
|
|
2022
Q3 | $3K | Sell |
2,328
-1
| -0% | -$1 | ﹤0.01% | 7397 |
|
|
2022
Q2 | $4K | Sell |
2,329
-282
| -11% | -$484 | ﹤0.01% | 7463 |
|
|
2022
Q1 | $6K | Buy |
2,611
+245
| +10% | +$563 | ﹤0.01% | 7547 |
|
|
2021
Q4 | $5K | Sell |
2,366
-432
| -15% | -$913 | ﹤0.01% | 7650 |
|
|
2021
Q3 | $9K | Sell |
2,798
-21,586
| -89% | -$69.4K | ﹤0.01% | 7371 |
|
|
2021
Q2 | $117K | Sell |
24,384
-30,049
| -55% | -$144K | ﹤0.01% | 6284 |
|
|
2021
Q1 | $220K | Buy |
54,433
+43,439
| +395% | +$176K | ﹤0.01% | 5613 |
|
|
2020
Q4 | $46K | Buy |
10,994
+7,483
| +213% | +$31.3K | ﹤0.01% | 6183 |
|
|
2020
Q3 | $12K | Sell |
3,511
-1,959
| -36% | -$6.7K | ﹤0.01% | 6218 |
|
|
2020
Q2 | $28K | Buy |
5,470
+2,485
| +83% | +$12.7K | ﹤0.01% | 5901 |
|
|
2020
Q1 | $22K | Sell |
2,985
-7,216
| -71% | -$53.2K | ﹤0.01% | 5777 |
|
|
2019
Q4 | $88K | Buy |
10,201
+8,123
| +391% | +$70.1K | ﹤0.01% | 5695 |
|
|
2019
Q3 | $19K | Buy |
2,078
+2,035
| +4,733% | +$18.6K | ﹤0.01% | 6031 |
|
|
2019
Q2 | $0 | Sell |
43
-1,430
| -97% | – | ﹤0.01% | 6735 |
|
|
2019
Q1 | $18K | Sell |
1,473
-10,198
| -87% | -$125K | ﹤0.01% | 6041 |
|
|
2018
Q4 | $168K | Sell |
11,671
-3,468
| -23% | -$49.9K | ﹤0.01% | 5352 |
|
|
2018
Q3 | $222K | Sell |
15,139
-659
| -4% | -$9.66K | ﹤0.01% | 5408 |
|
|
2018
Q2 | $165K | Buy |
15,798
+7,783
| +97% | +$81.3K | ﹤0.01% | 5602 |
|
|
2018
Q1 | $68K | Buy |
8,015
+7,974
| +19,449% | +$67.7K | ﹤0.01% | 5811 |
|
|
2017
Q4 | $1K | Buy |
+41
| New | +$1K | ﹤0.01% | 6505 |
|
|
2016
Q2 | – | Sell |
-30
| Closed | – | – | 6639 |
|
|
2016
Q1 | $0 | Sell |
30
-8
| -21% | – | ﹤0.01% | 6699 |
|
|
2015
Q4 | $0 | Buy |
+38
| New | – | ﹤0.01% | 6781 |
|
|
2015
Q3 | – | Sell |
-38
| Closed | – | – | 6708 |
|
|
2015
Q2 | $0 | Buy |
38
+1
| +3% | – | ﹤0.01% | 6736 |
|
|
2015
Q1 | $0 | Hold |
37
| – | – | ﹤0.01% | 6640 |
|
|
2014
Q4 | $0 | Hold |
37
| – | – | ﹤0.01% | 6653 |
|
|
2014
Q3 | $0 | Hold |
37
| – | – | ﹤0.01% | 6654 |
|
|
2014
Q2 | $0 | Hold |
37
| – | – | ﹤0.01% | 6591 |
|
|
2014
Q1 | $0 | Buy |
+37
| New | – | ﹤0.01% | 6535 |
|