Allworth 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
Q2 | $27K | Sell |
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|
2025
Q1 | $36.5K | Buy |
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|
2024
Q4 | $38.1K | Buy |
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|
2024
Q3 | $20.3K | Sell |
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|
2024
Q2 | $21.4K | Sell |
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|
2024
Q1 | $23.7K | Buy |
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|
2023
Q4 | $7.25K | Buy |
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|
2023
Q3 | $6.75K | Buy |
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|
2023
Q2 | $2.68K | Hold |
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|
2023
Q1 | $2.59K | Sell |
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|
2022
Q4 | $3.32K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $1K | Sell |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q3 | $11K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2K | Buy |
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