Empirical Wealth Management’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
Q2
$524K Buy
2025
Q1
$325K Sell
2024
Q4
$428K Buy
2024
Q3
$288K Hold
2024
Q2
$269K Buy
2024
Q1
$296K Buy
2023
Q4
$260K Hold
2023
Q3
$246K Buy