Ashton Thomas Private Wealth’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 | $1.28M | Sell |
14,226
-485
| -3% | -$43.6K | 0.05% | 354 |
|
|
2025
Q1 | $1.14M | Sell |
14,711
-1,164
| -7% | -$90.4K | 0.04% | 354 |
|
|
2024
Q4 | $1.32M | Buy |
15,875
+1,464
| +10% | +$121K | 0.05% | 329 |
|
|
2024
Q3 | $997K | Sell |
14,411
-861
| -6% | -$59.6K | 0.05% | 312 |
|
|
2024
Q2 | $988K | Sell |
15,272
-1,546
| -9% | -$100K | 0.05% | 303 |
|
|
2024
Q1 | $1.21M | Sell |
16,818
-103
| -0.6% | -$7.41K | 0.07% | 276 |
|
|
2023
Q4 | $1.08M | Sell |
16,921
-960
| -5% | -$61K | 0.07% | 286 |
|
|
2023
Q3 | $1.08M | Buy |
17,881
+64
| +0.4% | +$3.86K | 0.08% | 268 |
|
|
2023
Q2 | $1.06M | Buy |
17,817
+34
| +0.2% | +$2.03K | 0.08% | 255 |
|
|
2023
Q1 | $1.02M | Buy |
17,783
+13
| +0.1% | +$748 | 0.09% | 251 |
|
|
2022
Q4 | $1.04M | Sell |
17,770
-136
| -0.8% | -$7.93K | 0.1% | 226 |
|
|
2022
Q3 | $878K | Buy |
17,906
+194
| +1% | +$9.52K | 0.1% | 227 |
|
|
2022
Q2 | $957K | Buy |
17,712
+378
| +2% | +$20.4K | 0.1% | 222 |
|
|
2022
Q1 | $1.04M | Buy |
+17,334
| New | +$1.04M | 0.09% | 243 |
|