Anchor Investment Management’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
$18K Hold
2025
Q1
$15.5K Hold
2024
Q4
$16.5K Hold
2024
Q3
$13.8K Hold
2024
Q2
$12.9K Hold
2024
Q1
$14.4K Hold
2023
Q4
$12.7K Hold
2023
Q3
$12K Hold
2023
Q2
$11.9K Hold
2023
Q1
$11.5K Hold
2022
Q4
$11.7K Hold
2022
Q3
$9.81K Hold
2022
Q2
$10.8K Hold
2022
Q1
$12K Hold
2021
Q4
$12.2K Hold
2021
Q3
$11.9K Sell
2021
Q2
$17K Hold
2021
Q1
$16.8K Sell
2020
Q4
$37.4K Hold
2020
Q3
$33K Hold
2020
Q2
$35.7K Hold
2020
Q1
$30.1K Sell
2019
Q4
$49.1K Buy
2019
Q3
$38.5K Buy
2019
Q2
$28.1K Buy