EverSource Wealth Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $135K | Buy |
1,499
+493
| +49% | +$44.3K | 0.01% | 1045 |
|
|
2025
Q1 | $78.1K | Buy |
1,006
+146
| +17% | +$11.3K | ﹤0.01% | 1009 |
|
|
2024
Q4 | $70.9K | Buy |
860
+172
| +25% | +$14.2K | ﹤0.01% | 1037 |
|
|
2024
Q3 | $47.6K | Buy |
688
+132
| +24% | +$9.13K | ﹤0.01% | 1093 |
|
|
2024
Q2 | $37.7K | Sell |
556
-70
| -11% | -$4.75K | ﹤0.01% | 1228 |
|
|
2024
Q1 | $41.3K | Buy |
626
+275
| +78% | +$18.1K | ﹤0.01% | 1060 |
|
|
2023
Q4 | $22.3K | Buy |
351
+146
| +71% | +$9.28K | ﹤0.01% | 1193 |
|
|
2023
Q3 | $12.3K | Buy |
205
+68
| +50% | +$4.1K | ﹤0.01% | 1337 |
|
|
2023
Q2 | $8.17K | Sell |
137
-455
| -77% | -$27.1K | ﹤0.01% | 1536 |
|
|
2023
Q1 | $34.1K | Hold |
592
| – | – | ﹤0.01% | 915 |
|
|
2022
Q4 | $34.5K | Sell |
592
-649
| -52% | -$37.8K | 0.01% | 898 |
|
|
2022
Q3 | $61K | Sell |
1,241
-51
| -4% | -$2.51K | 0.01% | 584 |
|
|
2022
Q2 | $70K | Buy |
+1,292
| New | +$70K | 0.02% | 502 |
|