Clearstead Advisors’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 | $565K | Buy |
6,286
+139
| +2% | +$12.5K | 0.01% | 580 |
|
|
2025
Q1 | $477K | Buy |
6,147
+6,030
| +5,154% | +$468K | 0.01% | 592 |
|
|
2024
Q4 | $9.65K | Sell |
117
-6,059
| -98% | -$500K | ﹤0.01% | 1572 |
|
|
2024
Q3 | $427K | Sell |
6,176
-8
| -0.1% | -$554 | 0.01% | 609 |
|
|
2024
Q2 | $400K | Buy |
6,184
+6,076
| +5,626% | +$393K | 0.01% | 590 |
|
|
2024
Q1 | $7.32K | Hold |
108
| – | – | ﹤0.01% | 1113 |
|
|
2023
Q4 | $6.86K | Sell |
108
-108
| -50% | -$6.86K | ﹤0.01% | 1119 |
|
|
2023
Q3 | $13K | Buy |
+216
| New | +$13K | ﹤0.01% | 1082 |
|