Beaumont Financial Advisors’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 | $565K | Hold |
6,292
| – | – | 0.04% | 206 |
|
|
2025
Q1 | $488K | Hold |
6,292
| – | – | 0.04% | 222 |
|
|
2024
Q4 | $519K | Sell |
6,292
-115
| -2% | -$9.49K | 0.04% | 215 |
|
|
2024
Q3 | $443K | Hold |
6,407
| – | – | 0.03% | 222 |
|
|
2024
Q2 | $414K | Sell |
6,407
-76
| -1% | -$4.92K | 0.03% | 228 |
|
|
2024
Q1 | $466K | Hold |
6,483
| – | – | 0.04% | 214 |
|
|
2023
Q4 | $412K | Sell |
6,483
-160
| -2% | -$10.2K | 0.04% | 219 |
|
|
2023
Q3 | $400K | Hold |
6,643
| – | – | 0.04% | 206 |
|
|
2023
Q2 | $396K | Hold |
6,643
| – | – | 0.04% | 225 |
|
|
2023
Q1 | $382K | Hold |
6,643
| – | – | 0.04% | 211 |
|
|
2022
Q4 | $387K | Sell |
6,643
-172
| -3% | -$10K | 0.04% | 200 |
|
|
2022
Q3 | $334K | Hold |
6,815
| – | – | 0.03% | 221 |
|
|
2022
Q2 | $368K | Hold |
6,815
| – | – | 0.03% | 212 |
|
|
2022
Q1 | $410K | Sell |
6,815
-775
| -10% | -$46.6K | 0.03% | 237 |
|
|
2021
Q4 | $463K | Sell |
7,590
-700
| -8% | -$42.7K | 0.03% | 223 |
|
|
2021
Q3 | $492K | Sell |
8,290
-1,132
| -12% | -$67.2K | 0.04% | 203 |
|
|
2021
Q2 | $585K | Buy |
+9,422
| New | +$585K | 0.04% | 191 |
|