AE Wealth Management’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 | $330K | Sell |
3,677
-177
| -5% | -$15.9K | ﹤0.01% | 1077 |
|
|
2025
Q1 | $299K | Buy |
+3,854
| New | +$299K | ﹤0.01% | 1085 |
|
|
2024
Q1 | – | Sell |
-12,789
| Closed | -$817K | – | 1828 |
|
|
2023
Q4 | $817K | Sell |
12,789
-4,598
| -26% | -$294K | ﹤0.01% | 1227 |
|
|
2023
Q3 | $1.05M | Buy |
17,387
+2,348
| +16% | +$141K | 0.01% | 1076 |
|
|
2023
Q2 | $897K | Buy |
15,039
+652
| +5% | +$38.9K | 0.01% | 1132 |
|
|
2023
Q1 | $828K | Buy |
14,387
+871
| +6% | +$50.1K | 0.01% | 1117 |
|
|
2022
Q4 | $788K | Buy |
13,516
+612
| +5% | +$35.7K | 0.01% | 1090 |
|
|
2022
Q3 | $633K | Buy |
12,904
+3,654
| +40% | +$179K | 0.01% | 1124 |
|
|
2022
Q2 | $500K | Buy |
+9,250
| New | +$500K | ﹤0.01% | 1204 |
|