EverSource Wealth Advisors’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 | $135K | Buy |
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|
2025
Q1 | $78.1K | Buy |
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|
2024
Q4 | $70.9K | Buy |
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|
2024
Q3 | $47.6K | Buy |
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|
2024
Q2 | $37.7K | Sell |
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|
2024
Q1 | $41.3K | Buy |
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|
2023
Q4 | $22.3K | Buy |
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|
2023
Q3 | $12.3K | Buy |
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|
2023
Q2 | $8.17K | Sell |
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|
2023
Q1 | $34.1K | Hold |
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|
2022
Q4 | $34.5K | Sell |
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|
2022
Q3 | $61K | Sell |
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|
2022
Q2 | $70K | Buy |
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