Farther Finance 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
Q2 | $160K | Buy |
1,780
+446
| +33% | +$40.1K | ﹤0.01% | 1501 |
|
|
2025
Q1 | $103K | Buy |
1,334
+681
| +104% | +$52.6K | ﹤0.01% | 1531 |
|
|
2024
Q4 | $53.9K | Buy |
653
+10
| +2% | +$825 | ﹤0.01% | 1624 |
|
|
2024
Q3 | $44.5K | Buy |
643
+19
| +3% | +$1.32K | ﹤0.01% | 1712 |
|
|
2024
Q2 | $40.3K | Buy |
624
+110
| +21% | +$7.1K | ﹤0.01% | 1508 |
|
|
2024
Q1 | $36.4K | Hold |
514
| – | – | ﹤0.01% | 1293 |
|
|
2023
Q4 | $32.7K | Sell |
514
-101
| -16% | -$6.42K | ﹤0.01% | 1175 |
|
|
2023
Q3 | $37K | Buy |
615
+6
| +1% | +$361 | 0.01% | 881 |
|
|
2023
Q2 | $36.3K | Hold |
609
| – | – | 0.01% | 772 |
|
|
2023
Q1 | $35K | Sell |
609
-10
| -2% | -$576 | 0.01% | 713 |
|
|
2022
Q4 | $36.1K | Buy |
+619
| New | +$36.1K | 0.01% | 570 |
|