Baker Tilly Wealth Management’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 | $545K | Sell |
6,066
-325
| -5% | -$29.2K | 0.19% | 112 |
|
|
2025
Q1 | $496K | Buy |
6,391
+488
| +8% | +$37.9K | 0.19% | 117 |
|
|
2024
Q4 | $487K | Buy |
5,903
+366
| +7% | +$30.2K | 0.19% | 119 |
|
|
2024
Q3 | $383K | Buy |
5,537
+1,016
| +22% | +$70.3K | 0.17% | 142 |
|
|
2024
Q2 | $292K | Sell |
4,521
-2,175
| -32% | -$141K | 0.12% | 200 |
|
|
2024
Q1 | $481K | Buy |
6,696
+72
| +1% | +$5.18K | 0.09% | 261 |
|
|
2023
Q4 | $421K | Sell |
6,624
-1,887
| -22% | -$120K | 0.07% | 323 |
|
|
2023
Q3 | $513K | Sell |
8,511
-17,640
| -67% | -$1.06M | 0.08% | 254 |
|
|
2023
Q2 | $1.56M | Buy |
26,151
+859
| +3% | +$51.2K | 0.16% | 133 |
|
|
2023
Q1 | $1.46M | Buy |
25,292
+1,670
| +7% | +$96.1K | 0.16% | 133 |
|
|
2022
Q4 | $1.38M | Buy |
23,622
+5,333
| +29% | +$311K | 0.17% | 139 |
|
|
2022
Q3 | $897K | Sell |
18,289
-1,027
| -5% | -$50.4K | 0.12% | 185 |
|
|
2022
Q2 | $1.04M | Buy |
19,316
+2,001
| +12% | +$108K | 0.14% | 160 |
|
|
2022
Q1 | $1.04M | Buy |
17,315
+3,139
| +22% | +$189K | 0.12% | 188 |
|
|
2021
Q4 | $864K | Buy |
14,176
+2,281
| +19% | +$139K | 0.09% | 234 |
|
|
2021
Q3 | $705K | Buy |
11,895
+2,416
| +25% | +$143K | 0.09% | 241 |
|
|
2021
Q2 | $587K | Buy |
9,479
+954
| +11% | +$59.1K | 0.09% | 240 |
|
|
2021
Q1 | $519K | Buy |
+8,525
| New | +$519K | 0.11% | 233 |
|