Ethic Inc’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 | $403K | Buy |
4,503
+133
| +3% | +$11.9K | 0.01% | 898 |
|
|
2025
Q1 | $338K | Sell |
4,370
-102
| -2% | -$7.88K | 0.01% | 904 |
|
|
2024
Q4 | $369K | Sell |
4,472
-5,531
| -55% | -$456K | 0.01% | 885 |
|
|
2024
Q3 | $719K | Buy |
10,003
+587
| +6% | +$42.2K | 0.02% | 669 |
|
|
2024
Q2 | $609K | Sell |
9,416
-587
| -6% | -$38K | 0.01% | 715 |
|
|
2024
Q1 | $719K | Buy |
10,003
+5,607
| +128% | +$403K | 0.02% | 669 |
|
|
2023
Q4 | $279K | Sell |
4,396
-900
| -17% | -$57.2K | 0.01% | 897 |
|
|
2023
Q3 | $319K | Sell |
5,296
-1,460
| -22% | -$87.9K | 0.01% | 786 |
|
|
2023
Q2 | $403K | Sell |
6,756
-80
| -1% | -$4.77K | 0.01% | 713 |
|
|
2023
Q1 | $393K | Sell |
6,836
-211
| -3% | -$12.1K | 0.02% | 723 |
|
|
2022
Q4 | $411K | Buy |
7,047
+1,433
| +26% | +$83.5K | 0.02% | 634 |
|
|
2022
Q3 | $275K | Sell |
5,614
-765
| -12% | -$37.5K | 0.02% | 660 |
|
|
2022
Q2 | $345K | Buy |
+6,379
| New | +$345K | 0.02% | 587 |
|