Creative Financial Designs’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.22K	Hold	105	–	–	﹤0.01%	1464
2025 Q4	$8.57K	Sell	105 -74	-41%	-$6.08K	﹤0.01%	1391
2025 Q3	$15.2K	Hold	179	–	–	﹤0.01%	1228
2025 Q2	$16.1K	Buy	179 +7	+4%	+$564	﹤0.01%	1207
2025 Q1	$13.4K	Buy	172 +45	+35%	+$3.62K	﹤0.01%	1209
2024 Q4	$10.5K	Hold	127	–	–	﹤0.01%	1238
2024 Q3	$8.79K	Buy	127 +20	+19%	+$1.33K	﹤0.01%	1236
2024 Q2	$6.92K	Buy	107 +47	+78%	+$3.16K	﹤0.01%	1255
2024 Q1	$4.31K	Hold	60	–	–	﹤0.01%	1341
2023 Q4	$3.81K	Hold	60	–	–	﹤0.01%	1318
2023 Q3	$3.61K	Hold	60	–	–	﹤0.01%	1250
2023 Q2	$3.58K	Sell	60 -260	-81%	-$15.1K	﹤0.01%	1232
2023 Q1	$18.4K	Hold	320	–	–	﹤0.01%	834
2022 Q4	$18.7K	Hold	320	–	–	﹤0.01%	778
2022 Q3	$16K	Hold	320	–	–	﹤0.01%	788
2022 Q2	$17K	Hold	320	–	–	﹤0.01%	773
2022 Q1	$19K	Buy	320 +260	+433%	+$15.5K	﹤0.01%	778
2021 Q4	$4K	Hold	60	–	–	﹤0.01%	1055
2021 Q3	$4K	Hold	60	–	–	﹤0.01%	1209
2021 Q2	$4K	Hold	60	–	–	﹤0.01%	1232
2021 Q1	$4K	Hold	60	–	–	﹤0.01%	1117
2020 Q4	$3K	Hold	60	–	–	﹤0.01%	1088
2020 Q3	$3K	Hold	60	–	–	﹤0.01%	1049
2020 Q2	$3K	Buy	+60	New	+$3.14K	﹤0.01%	977
2018 Q4	–	Sell	-60	Closed	-$4K	–	739
2018 Q3	$4K	Hold	60	–	–	﹤0.01%	572
2018 Q2	$4K	Hold	60	–	–	﹤0.01%	588
2018 Q1	$4K	Hold	60	–	–	﹤0.01%	529
2017 Q4	$4K	Hold	60	–	–	﹤0.01%	534
2017 Q3	$4K	Hold	60	–	–	﹤0.01%	555
2017 Q2	$3K	Hold	60	–	–	﹤0.01%	600
2017 Q1	$3K	Hold	60	–	–	﹤0.01%	565
2016 Q4	$3K	Buy	+60	New	+$2.8K	﹤0.01%	547