UBS Group’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 | $1.17M | Buy |
265,187
+264,782
| +65,378% | +$1.17M | ﹤0.01% | 4226 |
|
|
2025
Q1 | $1.22K | Sell |
405
-2,005
| -83% | -$6.04K | ﹤0.01% | 8234 |
|
|
2024
Q4 | $7.62K | Buy |
+2,410
| New | +$7.62K | ﹤0.01% | 7227 |
|
|
2024
Q1 | – | Sell |
-7,928
| Closed | -$13.3K | – | 8589 |
|
|
2023
Q4 | $13.3K | Buy |
7,928
+7,773
| +5,015% | +$13.1K | ﹤0.01% | 6111 |
|
|
2023
Q3 | $302 | Buy |
+155
| New | +$302 | ﹤0.01% | 7457 |
|
|
2022
Q1 | – | Sell |
-3,752
| Closed | -$9K | – | 9564 |
|
|
2021
Q4 | $9K | Buy |
3,752
+2,460
| +190% | +$5.9K | ﹤0.01% | 7799 |
|
|
2021
Q3 | $4K | Sell |
1,292
-2,207
| -63% | -$6.83K | ﹤0.01% | 7525 |
|
|
2021
Q2 | $17K | Sell |
3,499
-523
| -13% | -$2.54K | ﹤0.01% | 6426 |
|
|
2021
Q1 | $16K | Buy |
4,022
+412
| +11% | +$1.64K | ﹤0.01% | 6555 |
|
|
2020
Q4 | $15K | Buy |
3,610
+1,747
| +94% | +$7.26K | ﹤0.01% | 6154 |
|
|
2020
Q3 | $6K | Sell |
1,863
-2,038
| -52% | -$6.56K | ﹤0.01% | 6351 |
|
|
2020
Q2 | $20K | Sell |
3,901
-1,168
| -23% | -$5.99K | ﹤0.01% | 5717 |
|
|
2020
Q1 | $37K | Sell |
5,069
-6,214
| -55% | -$45.4K | ﹤0.01% | 5179 |
|
|
2019
Q4 | $98K | Buy |
11,283
+4,450
| +65% | +$38.7K | ﹤0.01% | 4992 |
|
|
2019
Q3 | $63K | Buy |
6,833
+4,888
| +251% | +$45.1K | ﹤0.01% | 5123 |
|
|
2019
Q2 | $18K | Buy |
+1,945
| New | +$18K | ﹤0.01% | 5819 |
|
|
2019
Q1 | – | Sell |
-2,723
| Closed | -$39K | – | 7084 |
|
|
2018
Q4 | $39K | Sell |
2,723
-457
| -14% | -$6.55K | ﹤0.01% | 5403 |
|
|
2018
Q3 | $47K | Buy |
3,180
+571
| +22% | +$8.44K | ﹤0.01% | 5314 |
|
|
2018
Q2 | $27K | Buy |
2,609
+1,606
| +160% | +$16.6K | ﹤0.01% | 5562 |
|
|
2018
Q1 | $8K | Sell |
1,003
-303
| -23% | -$2.42K | ﹤0.01% | 6125 |
|
|
2017
Q4 | $18K | Buy |
+1,306
| New | +$18K | ﹤0.01% | 5665 |
|
|
2016
Q4 | – | Sell |
-7,122
| Closed | -$10K | – | 6883 |
|
|
2016
Q3 | $10K | Buy |
7,122
+5,521
| +345% | +$7.75K | ﹤0.01% | 5875 |
|
|
2016
Q2 | $2K | Buy |
1,601
+1,550
| +3,039% | +$1.94K | ﹤0.01% | 6519 |
|
|
2016
Q1 | $0 | Buy |
+51
| New | – | ﹤0.01% | 6841 |
|
|
2015
Q4 | – | Sell |
-2,948
| Closed | -$5K | – | 6993 |
|
|
2015
Q3 | $5K | Sell |
2,948
-1,434
| -33% | -$2.43K | ﹤0.01% | 6289 |
|
|
2015
Q2 | $8K | Buy |
+4,382
| New | +$8K | ﹤0.01% | 6093 |
|