Allworth 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 | $27K | Sell |
300
-163
| -35% | -$14.7K | ﹤0.01% | 2318 |
|
|
2025
Q1 | $36.5K | Buy |
463
+11
| +2% | +$866 | ﹤0.01% | 1709 |
|
|
2024
Q4 | $38.1K | Buy |
452
+158
| +54% | +$13.3K | ﹤0.01% | 1710 |
|
|
2024
Q3 | $20.3K | Sell |
294
-33
| -10% | -$2.28K | ﹤0.01% | 1903 |
|
|
2024
Q2 | $21.4K | Sell |
327
-2
| -0.6% | -$131 | ﹤0.01% | 1841 |
|
|
2024
Q1 | $23.7K | Buy |
329
+215
| +189% | +$15.5K | ﹤0.01% | 1677 |
|
|
2023
Q4 | $7.25K | Buy |
114
+2
| +2% | +$127 | ﹤0.01% | 2112 |
|
|
2023
Q3 | $6.75K | Buy |
112
+67
| +149% | +$4.04K | ﹤0.01% | 1987 |
|
|
2023
Q2 | $2.68K | Hold |
45
| – | – | ﹤0.01% | 2370 |
|
|
2023
Q1 | $2.59K | Sell |
45
-12
| -21% | -$691 | ﹤0.01% | 2302 |
|
|
2022
Q4 | $3.32K | Buy |
57
+44
| +338% | +$2.57K | ﹤0.01% | 2053 |
|
|
2022
Q3 | $1K | Sell |
13
-242
| -95% | -$18.6K | ﹤0.01% | 2488 |
|
|
2022
Q2 | $14K | Buy |
255
+246
| +2,733% | +$13.5K | ﹤0.01% | 1415 |
|
|
2022
Q1 | $1K | Sell |
9
-316
| -97% | -$35.1K | ﹤0.01% | 2012 |
|
|
2021
Q4 | $20K | Buy |
325
+133
| +69% | +$8.19K | ﹤0.01% | 1129 |
|
|
2021
Q3 | $11K | Buy |
+192
| New | +$11K | ﹤0.01% | 1301 |
|
|
2017
Q2 | – | Sell |
-35
| Closed | -$2K | – | 824 |
|
|
2017
Q1 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 663 |
|