Corient Private Wealth’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 | $3.39M | Buy |
37,672
+25,337
| +205% | +$2.28M | ﹤0.01% | 890 |
|
|
2025
Q1 | $958K | Sell |
12,335
-268
| -2% | -$20.8K | ﹤0.01% | 1294 |
|
|
2024
Q4 | $1.04M | Sell |
12,603
-4,446
| -26% | -$367K | ﹤0.01% | 1306 |
|
|
2024
Q3 | $1.18M | Buy |
17,049
+5,149
| +43% | +$356K | ﹤0.01% | 1300 |
|
|
2024
Q2 | $770K | Buy |
11,900
+210
| +2% | +$13.6K | ﹤0.01% | 1428 |
|
|
2024
Q1 | $841K | Sell |
11,690
-1,078
| -8% | -$77.5K | ﹤0.01% | 1368 |
|
|
2023
Q4 | $811K | Buy |
12,768
+4,131
| +48% | +$263K | ﹤0.01% | 1371 |
|
|
2023
Q3 | $520K | Buy |
+8,637
| New | +$520K | ﹤0.01% | 1475 |
|