DHJJ Financial Advisors’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 | $21.1K | Sell |
235
-210
| -47% | -$18.9K | 0.01% | 465 |
|
|
2025
Q1 | $34.5K | Hold |
445
| – | – | 0.01% | 362 |
|
|
2024
Q4 | $36.7K | Hold |
445
| – | – | 0.01% | 347 |
|
|
2024
Q3 | $30.8K | Hold |
445
| – | – | 0.01% | 370 |
|
|
2024
Q2 | $28.8K | Hold |
445
| – | – | 0.01% | 346 |
|
|
2024
Q1 | $32K | Hold |
445
| – | – | 0.01% | 318 |
|
|
2023
Q4 | $28.3K | Hold |
445
| – | – | 0.01% | 327 |
|
|
2023
Q3 | $26.8K | Buy |
+445
| New | +$26.8K | 0.01% | 319 |
|