Global Financial Private Client’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	-20	Closed	-$1.55K	–	1337
2025 Q1	$1.55K	Buy	20 +13	+186%	+$1.01K	﹤0.01%	939
2024 Q4	$577	Buy	+7	New	+$577	﹤0.01%	892