Avior Wealth Management’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 | $664K | Buy |
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|
2025
Q1 | $431K | Sell |
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|
2024
Q4 | $622K | Sell |
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|
2024
Q3 | $552K | Sell |
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|
2024
Q2 | $552K | Sell |
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|
2024
Q1 | $636K | Buy |
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|
2023
Q4 | $485K | Hold |
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|
2023
Q3 | $459K | Hold |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $443K | Buy |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $373K | Hold |
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|
2022
Q2 | $411K | Hold |
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|
2022
Q1 | $458K | Sell |
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|
2021
Q4 | $573K | Hold |
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|
2021
Q3 | $558K | Hold |
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|
2021
Q2 | $583K | Sell |
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|
2021
Q1 | $658K | Hold |
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|
2020
Q4 | $620K | Buy |
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|
2020
Q3 | $546K | Buy |
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|
2020
Q2 | $513K | Hold |
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|
2020
Q1 | $433K | Hold |
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|
2019
Q4 | $611K | Hold |
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|
2019
Q3 | $553K | Hold |
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|
2019
Q2 | $524K | Hold |
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|
2019
Q1 | $488K | Hold |
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|
2018
Q4 | $431K | Hold |
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|
2018
Q3 | $571K | Hold |
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|
2018
Q2 | $584K | Hold |
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|
2018
Q1 | $700K | Sell |
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|
2017
Q4 | $837K | Buy |
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