Anchor Investment 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 | $18K | Hold |
200
| – | – | ﹤0.01% | 735 |
|
|
2025
Q1 | $15.5K | Hold |
200
| – | – | ﹤0.01% | 737 |
|
|
2024
Q4 | $16.5K | Hold |
200
| – | – | ﹤0.01% | 739 |
|
|
2024
Q3 | $13.8K | Hold |
200
| – | – | ﹤0.01% | 738 |
|
|
2024
Q2 | $12.9K | Hold |
200
| – | – | ﹤0.01% | 710 |
|
|
2024
Q1 | $14.4K | Hold |
200
| – | – | ﹤0.01% | 721 |
|
|
2023
Q4 | $12.7K | Hold |
200
| – | – | ﹤0.01% | 712 |
|
|
2023
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 721 |
|
|
2023
Q2 | $11.9K | Hold |
200
| – | – | ﹤0.01% | 709 |
|
|
2023
Q1 | $11.5K | Hold |
200
| – | – | ﹤0.01% | 718 |
|
|
2022
Q4 | $11.7K | Hold |
200
| – | – | ﹤0.01% | 698 |
|
|
2022
Q3 | $9.81K | Hold |
200
| – | – | ﹤0.01% | 719 |
|
|
2022
Q2 | $10.8K | Hold |
200
| – | – | ﹤0.01% | 720 |
|
|
2022
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 734 |
|
|
2021
Q4 | $12.2K | Hold |
200
| – | – | ﹤0.01% | 756 |
|
|
2021
Q3 | $11.9K | Sell |
200
-75
| -27% | -$4.45K | ﹤0.01% | 697 |
|
|
2021
Q2 | $17K | Hold |
275
| – | – | ﹤0.01% | 677 |
|
|
2021
Q1 | $16.8K | Sell |
275
-375
| -58% | -$22.8K | ﹤0.01% | 646 |
|
|
2020
Q4 | $37.4K | Hold |
650
| – | – | 0.01% | 514 |
|
|
2020
Q3 | $33K | Hold |
650
| – | – | 0.01% | 505 |
|
|
2020
Q2 | $35.7K | Hold |
650
| – | – | 0.01% | 479 |
|
|
2020
Q1 | $30.1K | Sell |
650
-100
| -13% | -$4.63K | 0.01% | 495 |
|
|
2019
Q4 | $49.1K | Buy |
750
+100
| +15% | +$6.55K | 0.01% | 464 |
|
|
2019
Q3 | $38.5K | Buy |
650
+150
| +30% | +$8.89K | 0.01% | 488 |
|
|
2019
Q2 | $28.1K | Buy |
+500
| New | +$28.1K | 0.01% | 527 |
|