Capstone 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 | $1.93M | Buy |
+21,474
| New | +$1.93M | ﹤0.01% | 296 |
|
|
2024
Q4 | – | Sell |
-4,086
| Closed | -$283K | – | 903 |
|
|
2024
Q3 | $283K | Buy |
+4,086
| New | +$283K | ﹤0.01% | 568 |
|
|
2023
Q3 | – | Sell |
-3,835
| Closed | -$229K | – | 1279 |
|
|
2023
Q2 | $229K | Buy |
+3,835
| New | +$229K | ﹤0.01% | 652 |
|
|
2016
Q4 | – | Sell |
-6,051
| Closed | -$275K | – | 868 |
|
|
2016
Q3 | $275K | Sell |
6,051
-1,249
| -17% | -$56.8K | 0.01% | 508 |
|
|
2016
Q2 | $351K | Buy |
+7,300
| New | +$351K | 0.01% | 451 |
|