Carbahal Olsen Financial Services Group’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	$359K	Hold	4,000	–	–	0.31%	21
2025 Q1	$311K	Hold	4,000	–	–	0.29%	24
2024 Q4	$330K	Buy	+4,000	New	+$330K	0.3%	21