Crossmark Global Holdings’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 | $845K | Buy |
9,408
+69
| +0.7% | +$6.2K | 0.01% | 674 |
|
|
2025
Q1 | $725K | Buy |
9,339
+970
| +12% | +$75.3K | 0.01% | 719 |
|
|
2024
Q4 | $690K | Sell |
8,369
-30
| -0.4% | -$2.47K | 0.01% | 709 |
|
|
2024
Q3 | $581K | Sell |
8,399
-11
| -0.1% | -$761 | 0.01% | 806 |
|
|
2024
Q2 | $545K | Sell |
8,410
-185
| -2% | -$12K | 0.01% | 795 |
|
|
2024
Q1 | $618K | Sell |
8,595
-416
| -5% | -$29.9K | 0.01% | 769 |
|
|
2023
Q4 | $572K | Sell |
9,011
-714
| -7% | -$45.3K | 0.01% | 788 |
|
|
2023
Q3 | $563K | Sell |
9,725
-242
| -2% | -$14K | 0.01% | 765 |
|
|
2023
Q2 | $627K | Sell |
9,967
-1,121
| -10% | -$70.5K | 0.01% | 742 |
|
|
2023
Q1 | $639K | Sell |
11,088
-476
| -4% | -$27.4K | 0.02% | 724 |
|
|
2022
Q4 | $674K | Buy |
11,564
+764
| +7% | +$44.5K | 0.02% | 683 |
|
|
2022
Q3 | $530K | Sell |
10,800
-80
| -0.7% | -$3.93K | 0.01% | 749 |
|
|
2022
Q2 | $588K | Sell |
10,880
-350
| -3% | -$18.9K | 0.02% | 748 |
|
|
2022
Q1 | $676K | Buy |
11,230
+110
| +1% | +$6.62K | 0.02% | 786 |
|
|
2021
Q4 | $678K | Buy |
11,120
+290
| +3% | +$17.7K | 0.01% | 783 |
|
|
2021
Q3 | $642K | Sell |
10,830
-100
| -0.9% | -$5.93K | 0.02% | 795 |
|
|
2021
Q2 | $677K | Sell |
10,930
-10
| -0.1% | -$619 | 0.02% | 767 |
|
|
2021
Q1 | $667K | Sell |
10,940
-180
| -2% | -$11K | 0.02% | 755 |
|
|
2020
Q4 | $639K | Sell |
11,120
-450
| -4% | -$25.9K | 0.02% | 743 |
|
|
2020
Q3 | $587K | Sell |
11,570
-120
| -1% | -$6.09K | 0.02% | 702 |
|
|
2020
Q2 | $643K | Buy |
11,690
+10
| +0.1% | +$550 | 0.02% | 665 |
|
|
2020
Q1 | $541K | Sell |
11,680
-60
| -0.5% | -$2.78K | 0.02% | 625 |
|
|
2019
Q4 | $769K | Sell |
11,740
-520
| -4% | -$34.1K | 0.02% | 638 |
|
|
2019
Q3 | $726K | Sell |
12,260
-1,346
| -10% | -$79.7K | 0.02% | 635 |
|
|
2019
Q2 | $763K | Sell |
13,606
-472
| -3% | -$26.5K | 0.02% | 629 |
|
|
2019
Q1 | $736K | Sell |
14,078
-620
| -4% | -$32.4K | 0.02% | 644 |
|
|
2018
Q4 | $679K | Sell |
14,698
-2,600
| -15% | -$120K | 0.02% | 643 |
|
|
2018
Q3 | $1.06M | Buy |
17,298
+150
| +0.9% | +$9.17K | 0.03% | 588 |
|
|
2018
Q2 | $1.07M | Buy |
17,148
+610
| +4% | +$38.1K | 0.03% | 568 |
|
|
2018
Q1 | $1.24M | Sell |
16,538
-938
| -5% | -$70.3K | 0.03% | 547 |
|
|
2017
Q4 | $1.26M | Buy |
17,476
+2,878
| +20% | +$207K | 0.03% | 565 |
|
|
2017
Q3 | $891K | Buy |
+14,598
| New | +$891K | 0.02% | 653 |
|
|
2016
Q3 | $891K | Buy |
+14,598
| New | +$891K | 0.02% | 653 |
|