CoreFirst Bank & Trust’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 | $33.5K | Buy |
+373
| New | +$33.5K | 0.02% | 236 |
|
|
2025
Q1 | – | Sell |
-373
| Closed | -$30.8K | – | 306 |
|
|
2024
Q4 | $30.8K | Hold |
373
| – | – | 0.02% | 247 |
|
|
2024
Q3 | $25.8K | Buy |
+373
| New | +$25.8K | 0.01% | 246 |
|
|
2024
Q2 | – | Sell |
-373
| Closed | -$26.8K | – | 315 |
|
|
2024
Q1 | $26.8K | Hold |
373
| – | – | 0.02% | 256 |
|
|
2023
Q4 | $23.7K | Hold |
373
| – | – | 0.02% | 265 |
|
|
2023
Q3 | $22.5K | Hold |
373
| – | – | 0.02% | 282 |
|
|
2023
Q2 | $22.2K | Hold |
373
| – | – | 0.02% | 267 |
|
|
2023
Q1 | $21.5K | Hold |
373
| – | – | 0.02% | 275 |
|
|
2022
Q4 | $21.7K | Hold |
373
| – | – | 0.02% | 290 |
|
|
2022
Q3 | $18K | Hold |
373
| – | – | 0.02% | 287 |
|
|
2022
Q2 | $20K | Hold |
373
| – | – | 0.02% | 286 |
|
|
2022
Q1 | $22K | Hold |
373
| – | – | 0.02% | 309 |
|
|
2021
Q4 | $23K | Hold |
373
| – | – | 0.01% | 328 |
|
|
2021
Q3 | $22K | Hold |
373
| – | – | 0.02% | 341 |
|
|
2021
Q2 | $23K | Hold |
373
| – | – | 0.02% | 346 |
|
|
2021
Q1 | $23K | Hold |
373
| – | – | 0.02% | 336 |
|
|
2020
Q4 | $21K | Buy |
+373
| New | +$21K | 0.02% | 304 |
|