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Concord Wealth Partners’s Sea Limited SE Stock Holding History

Concord Wealth Partners’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 		– Sell
-1
Closed -$128 – 673
2025
Q4 		$128 Sell
1
-474
-100% -$70.2K ﹤0.01% 817
2025
Q3 		$85K Buy
475
+439
+1,219% +$75.2K 0.01% 273
2025
Q2 		$5.81K Buy
36
+35
+3,500% +$5.07K ﹤0.01% 610
2025
Q1 		$130 Hold
1
– – ﹤0.01% 787
2024
Q4 		$106 Hold
1
– – ﹤0.01% 902
2024
Q3 		$94 Hold
1
– – ﹤0.01% 938
2024
Q2 		$71 Hold
1
– – ﹤0.01% 815
2024
Q1 		$54 Hold
1
– – ﹤0.01% 843
2023
Q4 		$41 Hold
1
– – ﹤0.01% 800
2023
Q3 		$44 Sell
1
-18
-95% -$880 ﹤0.01% 1019
2023
Q2 		$1.1K Hold
19
– – ﹤0.01% 940
2023
Q1 		$1.64K Sell
19
-2
-10% -$137 ﹤0.01% 843
2022
Q4 		$1.09K Buy
+21
New +$1.13K ﹤0.01% 1048
2022
Q3 		– Sell
-9
Closed -$1K – 960
2022
Q2 		$1K Sell
9
-229
-96% -$19.5K ﹤0.01% 1190
2022
Q1 		$29K Sell
238
-253
-52% -$35.7K 0.01% 553
2021
Q4 		$110K Buy
491
+330
+205% +$98.5K 0.03% 294
2021
Q3 		$51K Sell
161
-236
-59% -$72.4K 0.02% 218
2021
Q2 		$109K Buy
397
+47
+13% +$11.9K 0.03% 223
2021
Q1 		$78K Buy
350
+335
+2,233% +$77.8K 0.03% 257
2020
Q4 		$3K Buy
+15
New +$2.67K ﹤0.01% 495

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