B. Metzler seel. Sohn & Co’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 | – | Sell |
-2,882
| Closed | -$224K | – | 751 |
|
|
2025
Q1 | $224K | Hold |
2,882
| – | – | ﹤0.01% | 728 |
|
|
2024
Q4 | $238K | Buy |
+2,882
| New | +$238K | ﹤0.01% | 730 |
|
|
2024
Q2 | – | Sell |
-2,825
| Closed | -$203K | – | 776 |
|
|
2024
Q1 | $203K | Buy |
+2,825
| New | +$203K | ﹤0.01% | 746 |
|
|
2021
Q4 | – | Sell |
-7,775
| Closed | -$461K | – | 734 |
|
|
2021
Q3 | $461K | Sell |
7,775
-1,076
| -12% | -$63.8K | 0.01% | 573 |
|
|
2021
Q2 | $548K | Buy |
8,851
+1,046
| +13% | +$64.8K | 0.01% | 534 |
|
|
2021
Q1 | $476K | Buy |
7,805
+2,830
| +57% | +$173K | 0.01% | 558 |
|
|
2020
Q4 | $283K | Buy |
+4,975
| New | +$283K | 0.01% | 605 |
|