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 |
|