Farther Finance 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
2026 Q1	$179K	Buy	2,295 +591	+35%	+$48.7K	﹤0.01%	2087
2025 Q4	$140K	Buy	1,704 +161	+10%	+$13.2K	﹤0.01%	2132
2025 Q3	$131K	Sell	1,543 -237	-13%	-$21.1K	﹤0.01%	1871
2025 Q2	$160K	Buy	1,780 +446	+33%	+$35.9K	﹤0.01%	1506
2025 Q1	$103K	Buy	1,334 +681	+104%	+$54.8K	﹤0.01%	1532
2024 Q4	$53.9K	Buy	653 +10	+2%	+$784	﹤0.01%	1624
2024 Q3	$44.5K	Buy	643 +19	+3%	+$1.27K	﹤0.01%	1715
2024 Q2	$40.3K	Buy	624 +110	+21%	+$7.39K	﹤0.01%	1508
2024 Q1	$36.4K	Hold	514	–	–	﹤0.01%	1293
2023 Q4	$32.7K	Sell	514 -101	-16%	-$5.89K	﹤0.01%	1175
2023 Q3	$37K	Buy	615 +6	+1%	+$369	0.01%	881
2023 Q2	$36.3K	Hold	609	–	–	0.01%	772
2023 Q1	$35K	Sell	609 -10	-2%	-$600	0.01%	713
2022 Q4	$36.1K	Buy	+619	New	+$34.8K	0.01%	570