Advisornet Financial’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $449 | Hold |
5
| – | – | ﹤0.01% | 2049 |
|
|
2025
Q1 | $388 | Buy |
+5
| New | +$388 | ﹤0.01% | 1984 |
|
|
2024
Q4 | – | Sell |
-10
| Closed | -$692 | – | 2213 |
|
|
2024
Q3 | $692 | Sell |
10
-10
| -50% | -$692 | ﹤0.01% | 1980 |
|
|
2024
Q2 | $1.29K | Buy |
20
+10
| +100% | +$647 | ﹤0.01% | 1727 |
|
|
2024
Q1 | $719 | Hold |
10
| – | – | ﹤0.01% | 1843 |
|
|
2023
Q4 | $636 | Buy |
+10
| New | +$636 | ﹤0.01% | 2027 |
|
|
2023
Q2 | – | Sell |
-45
| Closed | -$2.59K | – | 2476 |
|
|
2023
Q1 | $2.59K | Buy |
45
+9
| +25% | +$518 | ﹤0.01% | 1638 |
|
|
2022
Q4 | $2.1K | Buy |
+36
| New | +$2.1K | ﹤0.01% | 1657 |
|