Asset Dedication LLC’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 | $28.8K | Hold |
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|
2025
Q1 | $24.8K | Hold |
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|
2024
Q4 | $26.4K | Hold |
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|
2024
Q3 | $22.1K | Hold |
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|
2024
Q2 | $20.7K | Sell |
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|
2024
Q1 | $28K | Hold |
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|
2023
Q4 | $24K | Hold |
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|
2023
Q3 | $23K | Hold |
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|
2023
Q2 | $23K | Hold |
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|
2023
Q1 | $22K | Hold |
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|
2022
Q4 | $23K | Buy |
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|
2022
Q3 | $3K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4K | Hold |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $4K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $13K | Buy |
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