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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $131K | Sell |
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|
2025
Q2 | $160K | Buy |
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|
2025
Q1 | $103K | Buy |
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|
2024
Q4 | $53.9K | Buy |
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|
2024
Q3 | $44.5K | Buy |
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|
2024
Q2 | $40.3K | Buy |
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|
2024
Q1 | $36.4K | Hold |
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|
2023
Q4 | $32.7K | Sell |
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|
2023
Q3 | $37K | Buy |
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|
2023
Q2 | $36.3K | Hold |
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|
2023
Q1 | $35K | Sell |
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|
2022
Q4 | $36.1K | Buy |
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