Congress Wealth Management’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Buy	+3,120	New	+$280K	﹤0.01%	1085
2022 Q2	–	Sell	-3,943	Closed	-$237K	–	611
2022 Q1	$237K	Buy	3,943 +148	+4%	+$8.9K	0.01%	555
2021 Q4	$231K	Buy	+3,795	New	+$231K	﹤0.01%	569