Florida Financial 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	$363K	Sell	4,041 -173	-4%	-$15.5K	0.12%	179
2025 Q1	$327K	Sell	4,214 -35	-0.8%	-$2.72K	0.13%	163
2024 Q4	$350K	Buy	+4,249	New	+$350K	0.16%	129