First Citizens Bank & Trust’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
$1.92M Buy
21,324
+11,373
+114% +$1.02M 0.03% 196
2025
Q1
$772K Buy
9,951
+96
+1% +$7.45K 0.02% 262
2024
Q4
$813K Buy
9,855
+1,047
+12% +$86.4K 0.01% 261
2024
Q3
$609K Buy
8,808
+55
+0.6% +$3.81K 0.01% 296
2024
Q2
$566K Buy
8,753
+1,711
+24% +$111K 0.01% 303
2024
Q1
$506K Buy
7,042
+230
+3% +$16.5K 0.01% 318
2023
Q4
$433K Buy
6,812
+816
+14% +$51.9K 0.01% 265
2023
Q3
$361K Buy
5,996
+23
+0.4% +$1.39K 0.01% 268
2023
Q2
$356K Buy
+5,973
New +$356K 0.01% 279
2022
Q3
Sell
-3,761
Closed -$203K 384
2022
Q2
$203K Sell
3,761
-232
-6% -$12.5K 0.01% 377
2022
Q1
$240K Buy
3,993
+75
+2% +$4.51K 0.01% 368
2021
Q4
$239K Buy
3,918
+126
+3% +$7.69K 0.01% 368
2021
Q3
$225K Sell
3,792
-52
-1% -$3.09K 0.01% 373
2021
Q2
$238K Sell
3,844
-501
-12% -$31K 0.01% 354
2021
Q1
$265K Sell
4,345
-43
-1% -$2.62K 0.01% 329
2020
Q4
$252K Sell
4,388
-387
-8% -$22.2K 0.01% 312
2020
Q3
$242K Buy
4,775
+10
+0.2% +$507 0.02% 301
2020
Q2
$262K Buy
+4,765
New +$262K 0.02% 286
2020
Q1
Sell
-3,903
Closed -$256K 369
2019
Q4
$256K Buy
+3,903
New +$256K 0.02% 285
2018
Q2
Sell
-15,618
Closed -$1.17M 451
2018
Q1
$1.17M Buy
15,618
+6,260
+67% +$469K 0.16% 154
2017
Q4
$672K Buy
+9,358
New +$672K 0.09% 198
2013
Q4
Sell
-13,579
Closed -$420K 715
2013
Q3
$420K Buy
13,579
+916
+7% +$28.3K 0.02% 787
2013
Q2
$360K Buy
+12,663
New +$360K 0.01% 812