Citadel Investment Advisory’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 | $354K | Hold |
3,940
| – | – | 0.17% | 61 |
|
|
2025
Q1 | $306K | Hold |
3,940
| – | – | 0.15% | 65 |
|
|
2024
Q4 | $325K | Hold |
3,940
| – | – | 0.17% | 62 |
|
|
2024
Q3 | $273K | Sell |
3,940
-60
| -2% | -$4.16K | 0.14% | 69 |
|
|
2024
Q2 | $259K | Hold |
4,000
| – | – | 0.15% | 68 |
|
|
2024
Q1 | $288K | Sell |
4,000
-300
| -7% | -$21.6K | 0.16% | 70 |
|
|
2023
Q4 | $273K | Sell |
4,300
-75
| -2% | -$4.76K | 0.17% | 71 |
|
|
2023
Q3 | $264K | Hold |
4,375
| – | – | 0.17% | 70 |
|
|
2023
Q2 | $261K | Hold |
4,375
| – | – | 0.17% | 71 |
|
|
2023
Q1 | $252K | Sell |
4,375
-20
| -0.5% | -$1.15K | 0.17% | 72 |
|
|
2022
Q4 | $256K | Sell |
4,395
-75
| -2% | -$4.37K | 0.18% | 70 |
|
|
2022
Q3 | $219K | Sell |
4,470
-10
| -0.2% | -$490 | 0.17% | 73 |
|
|
2022
Q2 | $242K | Buy |
4,480
+60
| +1% | +$3.24K | 0.16% | 74 |
|
|
2022
Q1 | $266K | Hold |
4,420
| – | – | 0.15% | 77 |
|
|
2021
Q4 | $269K | Hold |
4,420
| – | – | 0.16% | 71 |
|
|
2021
Q3 | $262K | Hold |
4,420
| – | – | 0.16% | 69 |
|
|
2021
Q2 | $274K | Hold |
4,420
| – | – | 0.17% | 69 |
|
|
2021
Q1 | $269K | Sell |
4,420
-130
| -3% | -$7.91K | 0.18% | 69 |
|
|
2020
Q4 | $261K | Buy |
+4,550
| New | +$261K | 0.19% | 68 |
|