Column Capital Advisors’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$109K Sell
1,811
-69
-4% -$4.16K 0.02% 204
2023
Q2
$112K Hold
1,880
0.02% 207
2023
Q1
$108K Hold
1,880
0.02% 212
2022
Q4
$110K Hold
1,880
0.02% 193
2022
Q3
$92K Hold
1,880
0.02% 196
2022
Q2
$102K Hold
1,880
0.02% 186
2022
Q1
$113K Hold
1,880
0.02% 181
2021
Q4
$115K Hold
1,880
0.02% 189
2021
Q3
$111K Sell
1,880
-183
-9% -$10.8K 0.02% 175
2021
Q2
$128K Buy
2,063
+326
+19% +$20.2K 0.03% 160
2021
Q1
$106K Sell
1,737
-34
-2% -$2.08K 0.02% 169
2020
Q4
$102K Buy
1,771
+25
+1% +$1.44K 0.03% 164
2020
Q3
$89K Buy
1,746
+386
+28% +$19.7K 0.03% 166
2020
Q2
$74K Hold
1,360
0.02% 190
2020
Q1
$63K Hold
1,360
0.03% 171
2019
Q4
$89K Buy
+1,360
New +$89K 0.05% 158