First Horizon 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 | $26.7K | Sell |
297
-506
| -63% | -$45.5K | ﹤0.01% | 1304 |
|
|
2025
Q1 | $62.3K | Buy |
803
+225
| +39% | +$17.5K | ﹤0.01% | 847 |
|
|
2024
Q4 | $47.7K | Buy |
578
+117
| +25% | +$9.65K | ﹤0.01% | 964 |
|
|
2024
Q3 | $31.9K | Buy |
461
+232
| +101% | +$16.1K | ﹤0.01% | 1185 |
|
|
2024
Q2 | $14.8K | Buy |
+229
| New | +$14.8K | ﹤0.01% | 1389 |
|
|
2023
Q4 | – | Sell |
-58
| Closed | -$3.53K | – | 2446 |
|
|
2023
Q3 | $3.53K | Hold |
58
| – | – | ﹤0.01% | 1848 |
|
|
2023
Q2 | $3.5K | Hold |
58
| – | – | ﹤0.01% | 1902 |
|
|
2023
Q1 | $3.35K | Buy |
58
+1
| +2% | +$58 | ﹤0.01% | 1939 |
|
|
2022
Q4 | $3.37K | Hold |
57
| – | – | ﹤0.01% | 1904 |
|
|
2022
Q3 | $2K | Sell |
57
-105
| -65% | -$3.68K | ﹤0.01% | 2033 |
|
|
2022
Q2 | $9K | Buy |
162
+40
| +33% | +$2.22K | ﹤0.01% | 1640 |
|
|
2022
Q1 | $7K | Sell |
122
-486
| -80% | -$27.9K | ﹤0.01% | 1208 |
|
|
2021
Q4 | $36K | Sell |
608
-46
| -7% | -$2.72K | ﹤0.01% | 1063 |
|
|
2021
Q3 | $37K | Buy |
654
+223
| +52% | +$12.6K | ﹤0.01% | 1030 |
|
|
2021
Q2 | $26K | Hold |
431
| – | – | ﹤0.01% | 1032 |
|
|
2021
Q1 | $26K | Hold |
431
| – | – | ﹤0.01% | 987 |
|
|
2020
Q4 | $24K | Buy |
+431
| New | +$24K | ﹤0.01% | 840 |
|
|
2018
Q3 | – | Sell |
-155
| Closed | -$10K | – | 1573 |
|
|
2018
Q2 | $10K | Hold |
155
| – | – | ﹤0.01% | 1124 |
|
|
2018
Q1 | $12K | Hold |
155
| – | – | ﹤0.01% | 947 |
|
|
2017
Q4 | $11K | Hold |
155
| – | – | ﹤0.01% | 1009 |
|
|
2017
Q3 | $9K | Hold |
155
| – | – | ﹤0.01% | 1039 |
|
|
2017
Q2 | $8K | Hold |
155
| – | – | ﹤0.01% | 1048 |
|
|
2017
Q1 | $8K | Hold |
155
| – | – | ﹤0.01% | 1087 |
|
|
2016
Q4 | $7K | Hold |
155
| – | – | ﹤0.01% | 1086 |
|
|
2016
Q3 | $7K | Hold |
155
| – | – | ﹤0.01% | 1076 |
|
|
2016
Q2 | $7K | Hold |
155
| – | – | ﹤0.01% | 1056 |
|
|
2016
Q1 | $7K | Sell |
155
-77
| -33% | -$3.48K | ﹤0.01% | 1078 |
|
|
2015
Q4 | $12K | Buy |
+232
| New | +$12K | ﹤0.01% | 887 |
|
|
2015
Q2 | – | Sell |
-83
| Closed | -$4K | – | 1494 |
|
|
2015
Q1 | $4K | Buy |
+83
| New | +$4K | ﹤0.01% | 1278 |
|
|
2013
Q3 | – | Sell |
-135
| Closed | -$4K | – | 1195 |
|
|
2013
Q2 | $4K | Buy |
+135
| New | +$4K | ﹤0.01% | 734 |
|