Envestnet Portfolio Solutions’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 | $2.28M | Buy |
25,363
+13,760
| +119% | +$1.24M | 0.01% | 527 |
|
|
2025
Q1 | $901K | Buy |
11,603
+484
| +4% | +$37.6K | ﹤0.01% | 829 |
|
|
2024
Q4 | $917K | Buy |
11,119
+2,542
| +30% | +$210K | ﹤0.01% | 965 |
|
|
2024
Q3 | $593K | Buy |
8,577
+1,028
| +14% | +$71.1K | ﹤0.01% | 1108 |
|
|
2024
Q2 | $488K | Buy |
7,549
+2,681
| +55% | +$173K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $350K | Buy |
4,868
+975
| +25% | +$70.1K | ﹤0.01% | 1279 |
|
|
2023
Q4 | $247K | Buy |
+3,893
| New | +$247K | ﹤0.01% | 1393 |
|