Congress Asset Management’s SEI Investments SEIC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-4,443
Closed -$268K 376
2022
Q1
$268K Buy
4,443
+194
+5% +$11.7K ﹤0.01% 351
2021
Q4
$259K Buy
4,249
+825
+24% +$50.3K ﹤0.01% 360
2021
Q3
$203K Sell
3,424
-157
-4% -$9.31K ﹤0.01% 356
2021
Q2
$222K Sell
3,581
-23
-0.6% -$1.43K ﹤0.01% 355
2021
Q1
$220K Buy
3,604
+44
+1% +$2.69K ﹤0.01% 350
2020
Q4
$205K Buy
+3,560
New +$205K ﹤0.01% 347
2020
Q1
Sell
-3,375
Closed -$221K 350
2019
Q4
$221K Buy
+3,375
New +$221K ﹤0.01% 339