Cetera Investment Advisers’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 | $979K | Buy |
10,890
+4,308
| +65% | +$387K | ﹤0.01% | 2390 |
|
|
2025
Q1 | $511K | Buy |
6,582
+1,364
| +26% | +$106K | ﹤0.01% | 2826 |
|
|
2024
Q4 | $430K | Buy |
5,218
+285
| +6% | +$23.5K | ﹤0.01% | 2798 |
|
|
2024
Q3 | $341K | Buy |
4,933
+421
| +9% | +$29.1K | ﹤0.01% | 2959 |
|
|
2024
Q2 | $292K | Sell |
4,512
-495
| -10% | -$32K | ﹤0.01% | 3052 |
|
|
2024
Q1 | $360K | Buy |
+5,007
| New | +$360K | ﹤0.01% | 2876 |
|
|
2022
Q4 | – | Sell |
-5,084
| Closed | -$249K | – | 2139 |
|
|
2022
Q3 | $249K | Sell |
5,084
-1,002
| -16% | -$49.1K | 0.01% | 1387 |
|
|
2022
Q2 | $329K | Buy |
6,086
+325
| +6% | +$17.6K | 0.01% | 1351 |
|
|
2022
Q1 | $347K | Sell |
5,761
-331
| -5% | -$19.9K | 0.01% | 1396 |
|
|
2021
Q4 | $371K | Buy |
6,092
+1,918
| +46% | +$117K | 0.01% | 1369 |
|
|
2021
Q3 | $247K | Buy |
4,174
+284
| +7% | +$16.8K | ﹤0.01% | 1556 |
|
|
2021
Q2 | $241K | Buy |
+3,890
| New | +$241K | ﹤0.01% | 1556 |
|
|
2020
Q1 | – | Sell |
-3,679
| Closed | -$241K | – | 612 |
|
|
2019
Q4 | $241K | Buy |
3,679
+201
| +6% | +$13.2K | 0.02% | 505 |
|
|
2019
Q3 | $205K | Buy |
+3,478
| New | +$205K | 0.02% | 502 |
|