Bell Investment 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 | $5.66K | Hold |
63
| – | – | ﹤0.01% | 928 |
|
|
2025
Q1 | $4.89K | Hold |
63
| – | – | ﹤0.01% | 919 |
|
|
2024
Q4 | $5.2K | Hold |
63
| – | – | ﹤0.01% | 918 |
|
|
2024
Q3 | $4.36K | Sell |
63
-9
| -13% | -$623 | ﹤0.01% | 1012 |
|
|
2024
Q2 | $4.66K | Sell |
72
-15
| -17% | -$970 | ﹤0.01% | 958 |
|
|
2024
Q1 | $6.26K | Buy |
87
+15
| +21% | +$1.08K | ﹤0.01% | 806 |
|
|
2023
Q4 | $4.58K | Sell |
72
-4
| -5% | -$254 | ﹤0.01% | 932 |
|
|
2023
Q3 | $4.58K | Buy |
76
+18
| +31% | +$1.08K | ﹤0.01% | 856 |
|
|
2023
Q2 | $3.46K | Buy |
58
+4
| +7% | +$238 | ﹤0.01% | 1009 |
|
|
2023
Q1 | $3.11K | Buy |
54
+14
| +35% | +$806 | ﹤0.01% | 1028 |
|
|
2022
Q4 | $2.33K | Sell |
40
-19
| -32% | -$1.11K | ﹤0.01% | 1206 |
|
|
2022
Q3 | $3K | Buy |
59
+11
| +23% | +$559 | ﹤0.01% | 971 |
|
|
2022
Q2 | $3K | Buy |
+48
| New | +$3K | ﹤0.01% | 1011 |
|
|
2021
Q4 | $1K | Hold |
18
| – | – | ﹤0.01% | 1592 |
|
|
2021
Q3 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 1550 |
|