CI Investments Inc’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 | $397K | Sell |
4,417
-218
| -5% | -$19.6K | ﹤0.01% | 561 |
|
2025
Q1 | $360K | Buy |
4,635
+455
| +11% | +$35.3K | ﹤0.01% | 589 |
|
2024
Q4 | $345K | Buy |
4,180
+1,331
| +47% | +$110K | ﹤0.01% | 591 |
|
2024
Q3 | $197K | Buy |
2,849
+292
| +11% | +$20.2K | ﹤0.01% | 659 |
|
2024
Q2 | $165K | Buy |
2,557
+32
| +1% | +$2.07K | ﹤0.01% | 686 |
|
2024
Q1 | $182K | Buy |
2,525
+376
| +17% | +$27.1K | ﹤0.01% | 719 |
|
2023
Q4 | $137K | Buy |
2,149
+373
| +21% | +$23.8K | ﹤0.01% | 762 |
|
2023
Q3 | $107K | Buy |
1,776
+34
| +2% | +$2.05K | ﹤0.01% | 814 |
|
2023
Q2 | $104K | Buy |
1,742
+136
| +8% | +$8.12K | ﹤0.01% | 779 |
|
2023
Q1 | $92K | Buy |
1,606
+12
| +0.8% | +$687 | ﹤0.01% | 758 |
|
2022
Q4 | $93K | Sell |
1,594
-209
| -12% | -$12.2K | ﹤0.01% | 768 |
|
2022
Q3 | $88K | Sell |
1,803
-39
| -2% | -$1.9K | ﹤0.01% | 717 |
|
2022
Q2 | $100K | Sell |
1,842
-940
| -34% | -$51K | ﹤0.01% | 715 |
|
2022
Q1 | $168K | Sell |
2,782
-503
| -15% | -$30.4K | ﹤0.01% | 749 |
|
2021
Q4 | $200K | Sell |
3,285
-310
| -9% | -$18.9K | ﹤0.01% | 755 |
|
2021
Q3 | $213K | Buy |
3,595
+39
| +1% | +$2.31K | ﹤0.01% | 712 |
|
2021
Q2 | $220K | Buy |
3,556
+1,370
| +63% | +$84.8K | ﹤0.01% | 728 |
|
2021
Q1 | $133K | Sell |
2,186
-609
| -22% | -$37.1K | ﹤0.01% | 720 |
|
2020
Q4 | $161K | Buy |
2,795
+1,672
| +149% | +$96.3K | ﹤0.01% | 682 |
|
2020
Q3 | $57K | Buy |
+1,123
| New | +$57K | ﹤0.01% | 713 |
|