Advisornet Financial’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$339 Sell
2025
Q2
$449 Hold
2025
Q1
$388 Buy
2024
Q4
Sell
2024
Q3
$692 Sell
2024
Q2
$1.29K Buy
2024
Q1
$719 Hold
2023
Q4
$636 Buy
2023
Q2
Sell
2023
Q1
$2.59K Buy
2022
Q4
$2.1K Buy