Caitlin John’s SEI Investments SEIC Stock Holding History

Caitlin John’s Portfolio SEIC Stock Details SEIC Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$9.33K	Buy
2025 Q1	–	Sell
2024 Q4	$8.98K	Hold
2024 Q3	$8.78K	Hold
2024 Q2	$7.04K	Buy
2024 Q1	$7.78K	Sell
2023 Q4	$9.78K	Buy