Beaumont Financial Advisors’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 | $534K | Hold |
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|
2025
Q2 | $565K | Hold |
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|
2025
Q1 | $488K | Hold |
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|
2024
Q4 | $519K | Sell |
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|
2024
Q3 | $443K | Hold |
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|
2024
Q2 | $414K | Sell |
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|
2024
Q1 | $466K | Hold |
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|
2023
Q4 | $412K | Sell |
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|
2023
Q3 | $400K | Hold |
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|
2023
Q2 | $396K | Hold |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $334K | Hold |
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|
2022
Q2 | $368K | Hold |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $463K | Sell |
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|
2021
Q3 | $492K | Sell |
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|
2021
Q2 | $585K | Buy |
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