Algert Global’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
Q2 | – | Sell |
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|
2025
Q1 | $3.01M | Sell |
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|
2024
Q4 | $4.27M | Buy |
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|
2024
Q3 | $3.44M | Sell |
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|
2024
Q2 | $4.03M | Sell |
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|
2024
Q1 | $5.11M | Sell |
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|
2023
Q4 | $4.61M | Sell |
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|
2023
Q3 | $4.4M | Sell |
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|
2023
Q2 | $6.26M | Buy |
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|
2023
Q1 | $509K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $490K | Buy |
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