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Clearstead Advisors’s Sea Limited SE Stock Holding History

Clearstead Advisors’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.2K Sell
377
-34
-8% -$3.64K ﹤0.01% 1361
2025
Q4 		$52.4K Buy
411
+34
+9% +$5.04K ﹤0.01% 1388
2025
Q3 		$67.4K Hold
377
– – ﹤0.01% 1175
2025
Q2 		$60.3K Sell
377
-13
-3% -$1.88K ﹤0.01% 1231
2025
Q1 		$50.9K Sell
390
-59
-13% -$7.32K ﹤0.01% 1169
2024
Q4 		$47.6K Sell
449
-105
-19% -$11K ﹤0.01% 1168
2024
Q3 		$52.2K Buy
554
+257
+87% +$19.4K ﹤0.01% 1197
2024
Q2 		$21.2K Buy
+297
New +$19.6K ﹤0.01% 1365
2023
Q3 		– Sell
-17
Closed -$987 – 1557
2023
Q2 		$987 Sell
17
-5
-23% -$357 ﹤0.01% 1251
2023
Q1 		$1.91K Buy
22
+12
+120% +$819 ﹤0.01% 1141
2022
Q4 		$520 Hold
10
– – ﹤0.01% 1227
2022
Q3 		$1K Hold
10
– – ﹤0.01% 1190
2022
Q2 		$1K Sell
10
-78
-89% -$6.65K ﹤0.01% 1219
2022
Q1 		$11K Sell
88
-67
-43% -$9.44K ﹤0.01% 977
2021
Q4 		$35K Sell
155
-499
-76% -$149K ﹤0.01% 720
2021
Q3 		$208K Buy
654
+499
+322% +$153K 0.02% 365
2021
Q2 		$43K Hold
155
– – ﹤0.01% 584
2021
Q1 		$35K Buy
+155
New +$36K ﹤0.01% 588

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Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return