Daiwa Securities Group’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 | $13K | Buy |
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|
2025
Q2 | – | Sell |
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|
2025
Q1 | $675K | Buy |
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|
2024
Q4 | $693K | Hold |
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|
2024
Q3 | $581K | Buy |
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|
2024
Q2 | $505K | Buy |
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|
2024
Q1 | $532K | Buy |
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|
2023
Q4 | $464K | Buy |
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|
2023
Q3 | $416K | Hold |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $447K | Buy |
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|
2022
Q4 | $350K | Buy |
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|
2022
Q3 | $275K | Buy |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $335K | Sell |
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|
2021
Q4 | $379K | Hold |
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|
2021
Q3 | $369K | Hold |
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|
2021
Q2 | $386K | Hold |
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|
2021
Q1 | $379K | Hold |
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|
2020
Q4 | $358K | Hold |
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|
2020
Q3 | $316K | Sell |
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|
2020
Q2 | $291K | Hold |
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|
2020
Q1 | $291K | Hold |
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|
2019
Q4 | $411K | Hold |
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|
2019
Q3 | $372K | Buy |
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|
2019
Q2 | $255K | Hold |
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|
2019
Q1 | $238K | Hold |
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|
2018
Q4 | $210K | Buy |
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|
2018
Q3 | $257K | Hold |
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|
2018
Q2 | $263K | Hold |
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|
2018
Q1 | $315K | Hold |
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|
2017
Q4 | $302K | Hold |
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|
2017
Q3 | $256K | Hold |
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|
2017
Q2 | $226K | Hold |
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|
2017
Q1 | $212K | Buy |
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|
2016
Q4 | $178K | Sell |
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|
2016
Q3 | $670K | Buy |
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|
2016
Q2 | $669K | Sell |
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|
2016
Q1 | $814K | Buy |
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|
2015
Q4 | $692K | Sell |
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|
2015
Q3 | $685K | Sell |
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|
2015
Q2 | $789K | Buy |
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|
2015
Q1 | $357K | Buy |
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|
2014
Q4 | $128K | Sell |
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|
2014
Q3 | $148K | Hold |
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|
2014
Q2 | $134K | Hold |
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|
2014
Q1 | $138K | Hold |
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|
2013
Q4 | $142K | Hold |
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|
2013
Q3 | $127K | Hold |
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|
2013
Q2 | $117K | Buy |
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