Atria Investments’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
Q3 | $3.41M | Buy |
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|
2025
Q2 | $3.53M | Sell |
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|
2025
Q1 | $3.13M | Buy |
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|
2024
Q4 | $2.97M | Buy |
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|
2024
Q3 | $2.47M | Sell |
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|
2024
Q2 | $2.35M | Buy |
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|
2024
Q1 | $2.6M | Buy |
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|
2023
Q4 | $2.2M | Sell |
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|
2023
Q3 | $2.09M | Buy |
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|
2023
Q2 | $2.03M | Sell |
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|
2023
Q1 | $2.09M | Buy |
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|
2022
Q4 | $2.06M | Buy |
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|
2022
Q3 | $1.72M | Sell |
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|
2022
Q2 | $1.94M | Buy |
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|
2022
Q1 | $2.1M | Sell |
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|
2021
Q4 | $2.17M | Buy |
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|
2021
Q3 | $2.02M | Sell |
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|
2021
Q2 | $2.19M | Buy |
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|
2021
Q1 | $2.05M | Buy |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $1.73M | Buy |
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|
2020
Q2 | $1.85M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.07M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $205K | Sell |
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|
2017
Q1 | $238K | Sell |
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|
2016
Q4 | $309K | Buy |
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|
2016
Q3 | $261K | Sell |
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|
2016
Q2 | $290K | Buy |
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|
2016
Q1 | $248K | Sell |
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|
2015
Q4 | $294K | Buy |
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|
2015
Q3 | $247K | Buy |
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