AssetMark Inc’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 | $3.77K | Buy |
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|
2025
Q1 | $1.01K | Hold |
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|
2024
Q4 | $1.07K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $55K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $28K | Hold |
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|
2017
Q4 | $27K | Hold |
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|
2017
Q3 | $23K | Hold |
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|
2017
Q2 | $20K | Hold |
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|
2017
Q1 | $19K | Hold |
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|
2016
Q4 | $19K | Hold |
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|
2016
Q3 | $17K | Hold |
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|
2016
Q2 | $18K | Sell |
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|
2016
Q1 | $21K | Sell |
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|
2015
Q4 | $31K | Buy |
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