Creative Financial Designs’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 | $16.1K | Buy |
179
+7
| +4% | +$629 | ﹤0.01% | 1207 |
|
|
2025
Q1 | $13.4K | Buy |
172
+45
| +35% | +$3.5K | ﹤0.01% | 1209 |
|
|
2024
Q4 | $10.5K | Hold |
127
| – | – | ﹤0.01% | 1238 |
|
|
2024
Q3 | $8.79K | Buy |
127
+20
| +19% | +$1.38K | ﹤0.01% | 1236 |
|
|
2024
Q2 | $6.92K | Buy |
107
+47
| +78% | +$3.04K | ﹤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% | -$15.5K | ﹤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% | +$15.4K | ﹤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 | +$3K | ﹤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 | +$3K | ﹤0.01% | 547 |
|