FORA Capital’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 | – | Sell |
-12,758
| Closed | -$990K | – | 673 |
|
|
2025
Q1 | $990K | Buy |
+12,758
| New | +$990K | 0.1% | 227 |
|
|
2024
Q4 | – | Sell |
-3,424
| Closed | -$237K | – | 566 |
|
|
2024
Q3 | $237K | Buy |
+3,424
| New | +$237K | 0.03% | 385 |
|
|
2021
Q3 | – | Sell |
-3,096
| Closed | -$192K | – | 786 |
|
|
2021
Q2 | $192K | Buy |
+3,096
| New | +$192K | 0.04% | 453 |
|
|
2021
Q1 | – | Sell |
-2,560
| Closed | -$147K | – | 1060 |
|
|
2020
Q4 | $147K | Buy |
2,560
+1,910
| +294% | +$110K | 0.02% | 576 |
|
|
2020
Q3 | $33K | Sell |
650
-143
| -18% | -$7.26K | 0.02% | 511 |
|
|
2020
Q2 | $44K | Buy |
+793
| New | +$44K | 0.02% | 666 |
|
|
2020
Q1 | – | Sell |
-4,565
| Closed | -$299K | – | 1306 |
|
|
2019
Q4 | $299K | Buy |
+4,565
| New | +$299K | 0.03% | 525 |
|