Covestor’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 | $162K | Sell |
1,801
-141
| -7% | -$12.7K | 0.1% | 279 |
|
|
2025
Q1 | $151K | Sell |
1,942
-191
| -9% | -$14.9K | 0.1% | 244 |
|
|
2024
Q4 | $176K | Buy |
2,133
+7
| +0.3% | +$578 | 0.11% | 230 |
|
|
2024
Q3 | $147K | Buy |
2,126
+37
| +2% | +$2.56K | 0.09% | 317 |
|
|
2024
Q2 | $135K | Buy |
2,089
+1,890
| +950% | +$122K | 0.09% | 319 |
|
|
2024
Q1 | $14K | Sell |
199
-1,888
| -90% | -$133K | 0.01% | 1351 |
|
|
2023
Q4 | $133K | Sell |
2,087
-4
| -0.2% | -$255 | 0.09% | 318 |
|
|
2023
Q3 | $126K | Buy |
2,091
+4
| +0.2% | +$241 | 0.1% | 293 |
|
|
2023
Q2 | $124K | Buy |
2,087
+238
| +13% | +$14.1K | 0.09% | 321 |
|
|
2023
Q1 | $106K | Sell |
1,849
-1,130
| -38% | -$64.8K | 0.09% | 347 |
|
|
2022
Q4 | $174K | Buy |
2,979
+791
| +36% | +$46.2K | 0.14% | 162 |
|
|
2022
Q3 | $107K | Sell |
2,188
-96
| -4% | -$4.7K | 0.09% | 319 |
|
|
2022
Q2 | $123K | Buy |
2,284
+89
| +4% | +$4.79K | 0.1% | 297 |
|
|
2022
Q1 | $132K | Buy |
2,195
+1,203
| +121% | +$72.3K | 0.09% | 335 |
|
|
2021
Q4 | $60K | Buy |
+992
| New | +$60K | 0.08% | 431 |
|