Creative Planning’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 | $3.51M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $668K | Sell |
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|
2024
Q4 | $827K | Buy |
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|
2024
Q3 | $559K | Buy |
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|
2024
Q2 | $511K | Sell |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $552K | Buy |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $332K | Buy |
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|
2022
Q4 | $327K | Sell |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $259K | Buy |
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|
2022
Q1 | $284K | Sell |
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|
2021
Q4 | $998K | Sell |
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|
2021
Q3 | $996K | Buy |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $253K | Sell |
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|
2020
Q3 | $231K | Sell |
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|
2020
Q2 | $308K | Sell |
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|
2020
Q1 | $291K | Sell |
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|
2019
Q4 | $439K | Sell |
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|
2019
Q3 | $409K | Buy |
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|
2019
Q2 | $361K | Buy |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $268K | Sell |
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|
2018
Q3 | $411K | Sell |
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|
2018
Q2 | $446K | Sell |
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|
2018
Q1 | $588K | Sell |
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|
2017
Q4 | $582K | Sell |
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|
2017
Q3 | $533K | Buy |
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|
2017
Q2 | $418K | Sell |
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|
2017
Q1 | $420K | Buy |
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|
2016
Q4 | $341K | Sell |
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|
2016
Q3 | $417K | Buy |
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|
2016
Q2 | $401K | Sell |
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|
2016
Q1 | $428K | Hold |
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|
2015
Q4 | $521K | Hold |
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|
2015
Q3 | $479K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $390K | Sell |
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|
2014
Q4 | $361K | Buy |
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|
2014
Q3 | $316K | Sell |
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|
2014
Q2 | $335K | Buy |
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|
2014
Q1 | $54K | Hold |
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|
2013
Q4 | $56K | Buy |
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|
2013
Q3 | $47K | Buy |
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|
2013
Q2 | $34K | Buy |
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