Frazier 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 | $14.1K | Hold |
157
| – | – | 0.01% | 303 |
|
2025
Q1 | $12.2K | Hold |
157
| – | – | 0.01% | 302 |
|
2024
Q4 | $13K | Hold |
157
| – | – | 0.01% | 298 |
|
2024
Q3 | $10.9K | Hold |
157
| – | – | 0.01% | 350 |
|
2024
Q2 | $10.2K | Hold |
157
| – | – | 0.01% | 433 |
|
2024
Q1 | $11.3K | Hold |
157
| – | – | 0.01% | 385 |
|
2023
Q4 | $9.98K | Buy |
+157
| New | +$9.98K | 0.01% | 343 |
|