Wells Fargo’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 | $39.3K | Buy |
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|
2025
Q1 | – | Hold |
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|
2024
Q4 | – | Hold |
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|
2024
Q3 | – | Hold |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $235 | Buy |
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|
2023
Q4 | $186 | Buy |
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|
2023
Q3 | $204 | Buy |
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|
2023
Q2 | $170 | Buy |
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|
2023
Q1 | $125 | Buy |
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|
2022
Q4 | $87 | Buy |
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|
2022
Q3 | $0 | Sell |
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|
2022
Q2 | $0 | Buy |
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|
2022
Q1 | $0 | Hold |
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|
2021
Q4 | $0 | Hold |
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|
2021
Q3 | $0 | Buy |
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|
2021
Q2 | $0 | Sell |
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|
2021
Q1 | $14K | Sell |
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|
2020
Q4 | $59K | Buy |
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|
2020
Q3 | $36K | Sell |
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|
2020
Q2 | $68K | Buy |
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|
2020
Q1 | $92K | Buy |
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|
2019
Q4 | $95K | Sell |
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|
2019
Q3 | $136K | Buy |
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|
2019
Q2 | $126K | Sell |
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|
2019
Q1 | $167K | Buy |
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|
2018
Q4 | $168K | Buy |
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|
2018
Q3 | $32K | Buy |
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|
2018
Q2 | $9K | Buy |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Hold |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Buy |
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|
2016
Q3 | $0 | Hold |
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|
2016
Q2 | $0 | Hold |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Hold |
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|
2015
Q3 | $0 | Hold |
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|
2015
Q2 | $0 | Hold |
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|
2015
Q1 | $0 | Hold |
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|
2014
Q4 | $0 | Hold |
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|
2014
Q3 | $0 | Hold |
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|
2014
Q2 | $0 | Hold |
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|
2014
Q1 | $0 | Hold |
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|
2013
Q4 | $0 | Hold |
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|
2013
Q3 | $0 | Hold |
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|
2013
Q2 | $0 | Buy |
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