Atria Investments’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 | $3.53M | Sell |
39,307
-1,008
| -3% | -$90.6K | 0.04% | 511 |
|
|
2025
Q1 | $3.13M | Buy |
40,315
+4,267
| +12% | +$331K | 0.04% | 529 |
|
|
2024
Q4 | $2.97M | Buy |
36,048
+368
| +1% | +$30.4K | 0.04% | 530 |
|
|
2024
Q3 | $2.47M | Sell |
35,680
-596
| -2% | -$41.2K | 0.03% | 597 |
|
|
2024
Q2 | $2.35M | Buy |
36,276
+151
| +0.4% | +$9.77K | 0.03% | 593 |
|
|
2024
Q1 | $2.6M | Buy |
36,125
+1,497
| +4% | +$108K | 0.04% | 556 |
|
|
2023
Q4 | $2.2M | Sell |
34,628
-108
| -0.3% | -$6.86K | 0.03% | 560 |
|
|
2023
Q3 | $2.09M | Buy |
34,736
+691
| +2% | +$41.6K | 0.04% | 552 |
|
|
2023
Q2 | $2.03M | Sell |
34,045
-2,202
| -6% | -$131K | 0.04% | 544 |
|
|
2023
Q1 | $2.09M | Buy |
36,247
+931
| +3% | +$53.6K | 0.04% | 520 |
|
|
2022
Q4 | $2.06M | Buy |
35,316
+247
| +0.7% | +$14.4K | 0.04% | 497 |
|
|
2022
Q3 | $1.72M | Sell |
35,069
-834
| -2% | -$40.9K | 0.04% | 535 |
|
|
2022
Q2 | $1.94M | Buy |
35,903
+1,041
| +3% | +$56.2K | 0.04% | 515 |
|
|
2022
Q1 | $2.1M | Sell |
34,862
-721
| -2% | -$43.4K | 0.04% | 556 |
|
|
2021
Q4 | $2.17M | Buy |
35,583
+1,498
| +4% | +$91.3K | 0.04% | 536 |
|
|
2021
Q3 | $2.02M | Sell |
34,085
-1,266
| -4% | -$75.1K | 0.04% | 523 |
|
|
2021
Q2 | $2.19M | Buy |
35,351
+1,643
| +5% | +$102K | 0.04% | 466 |
|
|
2021
Q1 | $2.05M | Buy |
33,708
+17
| +0.1% | +$1.04K | 0.05% | 443 |
|
|
2020
Q4 | $1.94M | Sell |
33,691
-324
| -1% | -$18.6K | 0.05% | 426 |
|
|
2020
Q3 | $1.73M | Buy |
34,015
+269
| +0.8% | +$13.6K | 0.05% | 384 |
|
|
2020
Q2 | $1.86M | Buy |
+33,746
| New | +$1.86M | 0.06% | 327 |
|
|
2020
Q1 | – | Sell |
-31,596
| Closed | -$2.07M | – | 1084 |
|
|
2019
Q4 | $2.07M | Buy |
+31,596
| New | +$2.07M | 0.06% | 295 |
|
|
2017
Q3 | – | Sell |
-3,805
| Closed | -$205K | – | 822 |
|
|
2017
Q2 | $205K | Sell |
3,805
-917
| -19% | -$49.4K | 0.01% | 695 |
|
|
2017
Q1 | $238K | Sell |
4,722
-1,530
| -24% | -$77.1K | 0.02% | 590 |
|
|
2016
Q4 | $309K | Buy |
6,252
+537
| +9% | +$26.5K | 0.02% | 460 |
|
|
2016
Q3 | $261K | Sell |
5,715
-184
| -3% | -$8.4K | 0.02% | 438 |
|
|
2016
Q2 | $290K | Buy |
5,899
+139
| +2% | +$6.83K | 0.03% | 364 |
|
|
2016
Q1 | $248K | Sell |
5,760
-427
| -7% | -$18.4K | 0.03% | 383 |
|
|
2015
Q4 | $294K | Buy |
6,187
+1,071
| +21% | +$50.9K | 0.03% | 318 |
|
|
2015
Q3 | $247K | Buy |
+5,116
| New | +$247K | 0.03% | 294 |
|