Annis Gardner Whiting Capital Advisors’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	$9.53K	Buy	+106	New	+$9.53K	﹤0.01%	726
2024 Q3	–	Sell	-1,935	Closed	-$125K	–	915
2024 Q2	$125K	Hold	1,935	–	–	0.04%	268
2024 Q1	$139K	Buy	+1,935	New	+$139K	0.05%	229