Caitlin John’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-109
| Closed | -$8.98K | – | 655 |
|
|
2024
Q4 | $8.98K | Hold |
109
| – | – | 0.01% | 478 |
|
|
2024
Q3 | $8.78K | Hold |
109
| – | – | 0.01% | 492 |
|
|
2024
Q2 | $7.04K | Buy |
109
+1
| +0.9% | +$65 | 0.01% | 500 |
|
|
2024
Q1 | $7.78K | Sell |
108
-45
| -29% | -$3.24K | 0.01% | 485 |
|
|
2023
Q4 | $9.78K | Buy |
+153
| New | +$9.78K | 0.01% | 449 |
|