Blue Trust Inc’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 | $97.9K | Buy |
1,090
+49
| +5% | +$4.4K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $80.8K | Sell |
1,041
-112
| -10% | -$8.7K | ﹤0.01% | 1093 |
|
|
2024
Q4 | $95.1K | Sell |
1,153
-2,024
| -64% | -$167K | ﹤0.01% | 961 |
|
|
2024
Q3 | $206K | Sell |
3,177
-1,027
| -24% | -$66.4K | ﹤0.01% | 839 |
|
|
2024
Q2 | $302K | Buy |
4,204
+3,977
| +1,752% | +$286K | ﹤0.01% | 555 |
|
|
2024
Q1 | $16.3K | Sell |
227
-167
| -42% | -$12K | ﹤0.01% | 1304 |
|
|
2023
Q4 | $23K | Buy |
394
+138
| +54% | +$8.06K | ﹤0.01% | 1228 |
|
|
2023
Q3 | $16K | Buy |
256
+138
| +117% | +$8.63K | ﹤0.01% | 1254 |
|
|
2023
Q2 | $6K | Sell |
118
-120
| -50% | -$6.1K | ﹤0.01% | 1486 |
|
|
2023
Q1 | $13K | Sell |
238
-35
| -13% | -$1.91K | ﹤0.01% | 1522 |
|
|
2022
Q4 | $13K | Buy |
273
+59
| +28% | +$2.81K | ﹤0.01% | 1457 |
|
|
2022
Q3 | $11K | Buy |
214
+170
| +386% | +$8.74K | ﹤0.01% | 1304 |
|
|
2022
Q2 | $3K | Buy |
+44
| New | +$3K | ﹤0.01% | 1595 |
|