Avion 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 | $5K | Buy |
58
+31
| +115% | +$2.67K | ﹤0.01% | 639 |
|
|
2025
Q1 | $2K | Hold |
27
| – | – | ﹤0.01% | 765 |
|
|
2024
Q4 | $2K | Hold |
27
| – | – | ﹤0.01% | 762 |
|
|
2024
Q3 | $1K | Sell |
27
-7
| -21% | -$259 | ﹤0.01% | 894 |
|
|
2024
Q2 | $2K | Sell |
34
-13
| -28% | -$765 | ﹤0.01% | 646 |
|
|
2024
Q1 | $4K | Buy |
47
+20
| +74% | +$1.7K | ﹤0.01% | 516 |
|
|
2023
Q4 | $2K | Sell |
27
-17
| -39% | -$1.26K | ﹤0.01% | 617 |
|
|
2023
Q3 | $2K | Buy |
44
+17
| +63% | +$773 | ﹤0.01% | 518 |
|
|
2023
Q2 | $1K | Buy |
27
+19
| +238% | +$704 | ﹤0.01% | 640 |
|
|
2023
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 750 |
|