Commonwealth Equity Services’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $565K | Sell |
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|
2025
Q2 | $621K | Buy |
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|
2025
Q1 | $515K | Buy |
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|
2024
Q4 | $367K | Sell |
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|
2024
Q3 | $310K | Buy |
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|
2024
Q2 | $290K | Sell |
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|
2024
Q1 | $332K | Sell |
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $296K | Sell |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $311 | Sell |
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|
2022
Q4 | $323K | Sell |
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|
2022
Q3 | $277K | Buy |
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|
2022
Q2 | $303K | Sell |
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|
2022
Q1 | $348K | Buy |
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|
2021
Q4 | $349K | Buy |
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|
2021
Q3 | $293K | Sell |
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|
2021
Q2 | $413K | Sell |
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|
2021
Q1 | $428K | Sell |
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|
2020
Q4 | $407K | Buy |
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|
2020
Q3 | $353K | Sell |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $339K | Buy |
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|
2019
Q4 | $393K | Buy |
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|
2019
Q3 | $342K | Sell |
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|
2019
Q2 | $361K | Buy |
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|
2019
Q1 | $327K | Sell |
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|
2018
Q4 | $309K | Buy |
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|
2018
Q3 | $289K | Sell |
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|
2018
Q2 | $331K | Sell |
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|
2018
Q1 | $733K | Sell |
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|
2017
Q4 | $870K | Buy |
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|
2017
Q3 | $650K | Buy |
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|
2017
Q2 | $552K | Buy |
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|
2017
Q1 | $443K | Buy |
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|
2016
Q4 | $361K | Buy |
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|
2016
Q3 | $316K | Buy |
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|
2016
Q2 | $323K | Buy |
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|
2016
Q1 | $255K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $218K | Buy |
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|
2015
Q2 | $215K | Sell |
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|
2015
Q1 | $201K | Sell |
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|
2014
Q4 | $209K | Sell |
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|
2014
Q3 | $218K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $203K | Buy |
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