Wells Fargo’s Siebert Financial SIEB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3K | Buy |
+8,894
| New | +$39.3K | ﹤0.01% | 5170 |
|
|
2025
Q1 | – | Hold |
0
| – | – | – | 6536 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 6529 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 6471 |
|
|
2024
Q2 | – | Sell |
-111
| Closed | -$235 | – | 6462 |
|
|
2024
Q1 | $235 | Buy |
111
+1
| +0.9% | +$2 | ﹤0.01% | 6060 |
|
|
2023
Q4 | $186 | Buy |
110
+6
| +6% | +$10 | ﹤0.01% | 6184 |
|
|
2023
Q3 | $204 | Buy |
104
+36
| +53% | +$71 | ﹤0.01% | 6205 |
|
|
2023
Q2 | $170 | Buy |
68
+3
| +5% | +$8 | ﹤0.01% | 6439 |
|
|
2023
Q1 | $125 | Buy |
65
+1
| +2% | +$2 | ﹤0.01% | 6566 |
|
|
2022
Q4 | $87 | Buy |
64
+2
| +3% | +$3 | ﹤0.01% | 6502 |
|
|
2022
Q3 | $0 | Sell |
62
-16
| -21% | – | ﹤0.01% | 6938 |
|
|
2022
Q2 | $0 | Buy |
78
+9
| +13% | – | ﹤0.01% | 7082 |
|
|
2022
Q1 | $0 | Hold |
69
| – | – | ﹤0.01% | 7166 |
|
|
2021
Q4 | $0 | Hold |
69
| – | – | ﹤0.01% | 7151 |
|
|
2021
Q3 | $0 | Buy |
69
+7
| +11% | – | ﹤0.01% | 7069 |
|
|
2021
Q2 | $0 | Sell |
62
-3,442
| -98% | – | ﹤0.01% | 6960 |
|
|
2021
Q1 | $14K | Sell |
3,504
-10,501
| -75% | -$42K | ﹤0.01% | 5888 |
|
|
2020
Q4 | $59K | Buy |
14,005
+2,941
| +27% | +$12.4K | ﹤0.01% | 5351 |
|
|
2020
Q3 | $36K | Sell |
11,064
-2,423
| -18% | -$7.88K | ﹤0.01% | 5354 |
|
|
2020
Q2 | $68K | Buy |
13,487
+651
| +5% | +$3.28K | ﹤0.01% | 5146 |
|
|
2020
Q1 | $92K | Buy |
12,836
+1,813
| +16% | +$13K | ﹤0.01% | 4907 |
|
|
2019
Q4 | $95K | Sell |
11,023
-3,754
| -25% | -$32.4K | ﹤0.01% | 5106 |
|
|
2019
Q3 | $136K | Buy |
14,777
+769
| +5% | +$7.08K | ﹤0.01% | 4962 |
|
|
2019
Q2 | $126K | Sell |
14,008
-189
| -1% | -$1.7K | ﹤0.01% | 4988 |
|
|
2019
Q1 | $167K | Buy |
14,197
+2,541
| +22% | +$29.9K | ﹤0.01% | 4842 |
|
|
2018
Q4 | $168K | Buy |
11,656
+9,507
| +442% | +$137K | ﹤0.01% | 4827 |
|
|
2018
Q3 | $32K | Buy |
2,149
+1,239
| +136% | +$18.5K | ﹤0.01% | 5404 |
|
|
2018
Q2 | $9K | Buy |
910
+908
| +45,400% | +$8.98K | ﹤0.01% | 5625 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 5996 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 5962 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 5974 |
|
|
2017
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 5932 |
|
|
2017
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 5938 |
|
|
2016
Q4 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 5953 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5934 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 5923 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6034 |
|
|
2015
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6034 |
|
|
2015
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6047 |
|
|
2015
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 6140 |
|
|
2015
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 6034 |
|
|
2014
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 6061 |
|
|
2014
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 6044 |
|
|
2014
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 5990 |
|
|
2014
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5794 |
|
|
2013
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5670 |
|
|
2013
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5631 |
|
|
2013
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 5554 |
|