Concurrent Investment Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $519K | Buy |
5,779
+179
| +3% | +$16.1K | 0.01% | 832 |
|
|
2025
Q1 | $435K | Buy |
5,600
+160
| +3% | +$12.4K | 0.01% | 781 |
|
|
2024
Q4 | $449K | Buy |
5,440
+245
| +5% | +$20.2K | 0.01% | 689 |
|
|
2024
Q3 | $359K | Sell |
5,195
-648
| -11% | -$44.8K | 0.01% | 713 |
|
|
2024
Q2 | $378K | Buy |
5,843
+764
| +15% | +$49.4K | 0.01% | 662 |
|
|
2024
Q1 | $365K | Buy |
+5,079
| New | +$365K | 0.01% | 615 |
|