CIBC Private Wealth Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.63K | Sell |
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|
2025
Q1 | $14.8K | Sell |
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|
2024
Q4 | $76.9K | Buy |
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|
2024
Q3 | $48.8K | Buy |
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|
2024
Q2 | $7.54K | Sell |
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|
2024
Q1 | $19.4K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.92M | Sell |
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|
2022
Q3 | $2.46M | Hold |
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|
2022
Q2 | $2.71M | Sell |
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|
2022
Q1 | $3.07M | Sell |
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|
2021
Q4 | $3.1M | Sell |
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|
2021
Q3 | $3.05M | Sell |
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|
2021
Q2 | $3.31M | Sell |
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|
2021
Q1 | $3.35M | Sell |
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|
2020
Q4 | $3.19M | Sell |
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|
2020
Q3 | $2.82M | Buy |
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|
2020
Q2 | $3.06M | Buy |
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|
2020
Q1 | $2.57M | Sell |
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|
2019
Q4 | $3.78M | Buy |
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|
2019
Q3 | $3.39M | Buy |
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|
2019
Q2 | $3.18M | Sell |
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|
2019
Q1 | $2.96M | Sell |
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|
2018
Q4 | $2.73M | Sell |
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|
2018
Q3 | $3.79M | Hold |
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|
2018
Q2 | $3.87M | Buy |
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|
2018
Q1 | $4.64M | Sell |
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|
2017
Q4 | $4.46M | Sell |
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|
2017
Q3 | $4.28M | Buy |
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|
2017
Q2 | $3.67M | Buy |
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|
2017
Q1 | $2.86M | Buy |
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|
2016
Q4 | $2.77M | Sell |
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|
2016
Q3 | $2.6M | Hold |
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|
2016
Q2 | $2.74M | Hold |
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|
2016
Q1 | $2.45M | Sell |
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|
2015
Q4 | $3.09M | Sell |
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|
2015
Q3 | $2.99M | Buy |
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|
2015
Q2 | $2.94M | Hold |
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|
2015
Q1 | $2.65M | Hold |
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|
2014
Q4 | $2.4M | Hold |
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|
2014
Q3 | $2.17M | Hold |
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|
2014
Q2 | $1.97M | Hold |
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|
2014
Q1 | $2.01M | Buy |
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