Citadel Investment Advisory’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
Q3 | $334K | Hold |
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|
2025
Q2 | $354K | Hold |
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|
2025
Q1 | $306K | Hold |
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|
2024
Q4 | $325K | Hold |
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|
2024
Q3 | $273K | Sell |
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|
2024
Q2 | $259K | Hold |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $273K | Sell |
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|
2023
Q3 | $264K | Hold |
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|
2023
Q2 | $261K | Hold |
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|
2023
Q1 | $252K | Sell |
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|
2022
Q4 | $256K | Sell |
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|
2022
Q3 | $219K | Sell |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $269K | Hold |
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|
2021
Q3 | $262K | Hold |
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|
2021
Q2 | $274K | Hold |
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|
2021
Q1 | $269K | Sell |
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|
2020
Q4 | $261K | Buy |
|