Certuity’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 | $380K | Buy |
4,227
+331
| +8% | +$29.7K | 0.04% | 256 |
|
|
2025
Q1 | $302K | Sell |
3,896
-1,689
| -30% | -$131K | 0.03% | 261 |
|
|
2024
Q4 | $461K | Sell |
5,585
-176
| -3% | -$14.5K | 0.05% | 186 |
|
|
2024
Q3 | $399K | Sell |
5,761
-3
| -0.1% | -$208 | 0.04% | 206 |
|
|
2024
Q2 | $373K | Buy |
5,764
+610
| +12% | +$39.5K | 0.03% | 219 |
|
|
2024
Q1 | $371K | Buy |
+5,154
| New | +$371K | 0.03% | 207 |
|