Fairfield Financial Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-465
| Closed | -$38.4K | – | 175 |
|
|
2024
Q4 | $38.4K | Hold |
465
| – | – | 0.01% | 140 |
|
|
2024
Q3 | $32.2K | Hold |
465
| – | – | 0.01% | 163 |
|
|
2024
Q2 | $30.1K | Buy |
+465
| New | +$30.1K | 0.01% | 155 |
|
|
2023
Q4 | $29.6K | Hold |
465
| – | – | 0.01% | 180 |
|
|
2023
Q3 | $28K | Hold |
465
| – | – | 0.01% | 166 |
|
|
2023
Q2 | $27.7K | Hold |
465
| – | – | 0.01% | 173 |
|
|
2023
Q1 | $26.3K | Hold |
465
| – | – | 0.01% | 180 |
|
|
2022
Q4 | $27.1K | Hold |
465
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $22.8K | Hold |
465
| – | – | 0.01% | 162 |
|
|
2022
Q2 | $25.1K | Hold |
465
| – | – | 0.01% | 150 |
|
|
2022
Q1 | $28K | Buy |
+465
| New | +$28K | 0.01% | 160 |
|