Flagship Harbor 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
Q4
$92.7K Buy
2020
Q4
Sell
2020
Q3
$53K Sell
2020
Q2
$84K Buy
2020
Q1
$50K Buy
2019
Q4
$69K Buy
2019
Q3
$53K Hold
2019
Q2
$50K Buy
2019
Q1
$36K Sell
2018
Q4
$88K Sell
2018
Q3
$143K Sell
2018
Q2
$177K Buy