Osaic Holdings’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 | $3.16K | Hold |
1,000
| – | – | ﹤0.01% | 6350 |
|
|
2025
Q1 | $3.01K | Sell |
1,000
-475
| -32% | -$1.43K | ﹤0.01% | 6321 |
|
|
2024
Q4 | $4.66K | Buy |
1,475
+1,000
| +211% | +$3.16K | ﹤0.01% | 6133 |
|
|
2024
Q3 | $1.2K | Sell |
475
-25
| -5% | -$63 | ﹤0.01% | 6599 |
|
|
2024
Q2 | $870 | Sell |
500
-25,000
| -98% | -$43.5K | ﹤0.01% | 6665 |
|
|
2024
Q1 | $53.8K | Hold |
25,500
| – | – | ﹤0.01% | 4683 |
|
|
2023
Q4 | $42.8K | Sell |
25,500
-5,627
| -18% | -$9.45K | ﹤0.01% | 5002 |
|
|
2023
Q3 | $60.7K | Sell |
31,127
-873
| -3% | -$1.7K | ﹤0.01% | 4855 |
|
|
2023
Q2 | $79.4K | Sell |
32,000
-1,500
| -4% | -$3.72K | ﹤0.01% | 4615 |
|
|
2023
Q1 | $64K | Sell |
33,500
-1,125
| -3% | -$2.15K | ﹤0.01% | 4787 |
|
|
2022
Q4 | $47K | Hold |
34,625
| – | – | ﹤0.01% | 4986 |
|
|
2022
Q3 | $51K | Sell |
34,625
-4
| -0% | -$6 | ﹤0.01% | 4878 |
|
|
2022
Q2 | $54K | Hold |
34,629
| – | – | ﹤0.01% | 4893 |
|
|
2022
Q1 | $75K | Buy |
34,629
+1,200
| +4% | +$2.6K | ﹤0.01% | 4789 |
|
|
2021
Q4 | $78K | Buy |
33,429
+6,000
| +22% | +$14K | ﹤0.01% | 4788 |
|
|
2021
Q3 | $92K | Buy |
27,429
+2,450
| +10% | +$8.22K | ﹤0.01% | 4601 |
|
|
2021
Q2 | $120K | Buy |
24,979
+6,429
| +35% | +$30.9K | ﹤0.01% | 4330 |
|
|
2021
Q1 | $75K | Buy |
+18,550
| New | +$75K | ﹤0.01% | 4564 |
|
|
2020
Q4 | – | Sell |
-3,000
| Closed | -$10K | – | 6419 |
|
|
2020
Q3 | $10K | Buy |
+3,000
| New | +$10K | ﹤0.01% | 5246 |
|