Crowley Wealth Management’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	$3.59K	Hold	40	–	–	﹤0.01%	323
2025 Q1	$3.11K	Hold	40	–	–	﹤0.01%	333
2024 Q4	$3.3K	Buy	+40	New	+$3.3K	﹤0.01%	335