Covestor’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $147K | Sell |
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|
2025
Q2 | $162K | Sell |
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|
2025
Q1 | $151K | Sell |
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|
2024
Q4 | $176K | Buy |
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|
2024
Q3 | $147K | Buy |
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|
2024
Q2 | $135K | Buy |
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|
2024
Q1 | $14K | Sell |
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|
2023
Q4 | $133K | Sell |
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|
2023
Q3 | $126K | Buy |
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|
2023
Q2 | $124K | Buy |
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|
2023
Q1 | $106K | Sell |
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|
2022
Q4 | $174K | Buy |
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|
2022
Q3 | $107K | Sell |
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|
2022
Q2 | $123K | Buy |
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|
2022
Q1 | $132K | Buy |
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|
2021
Q4 | $60K | Buy |
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