Global Retirement Partners’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
Q3 | $127K | Buy |
|
|||||
|
2025
Q2 | $131K | Buy |
|
|||||
|
2024
Q4 | $120K | Buy |
|
|||||
|
2024
Q3 | $88.6K | Buy |
|
|||||
|
2024
Q2 | $80.3K | Buy |
|
|||||
|
2024
Q1 | $68.2K | Buy |
|
|||||
|
2023
Q4 | $45.1K | Buy |
|
|||||
|
2023
Q3 | $33K | Buy |
|
|||||
|
2023
Q2 | $26.4K | Buy |
|
|||||
|
2023
Q1 | $24.9K | Buy |
|
|||||
|
2022
Q4 | $20.1K | Hold |
|
|||||
|
2022
Q3 | $19K | Hold |
|
|||||
|
2022
Q2 | $19K | Buy |
|
|||||
|
2022
Q1 | $19K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $65K | Sell |
|
|||||
|
2021
Q2 | $69K | Sell |
|
|||||
|
2021
Q1 | $72K | Sell |
|
|||||
|
2020
Q4 | $70K | Sell |
|
|||||
|
2020
Q3 | $64K | Sell |
|
|||||
|
2020
Q2 | $72K | Sell |
|
|||||
|
2020
Q1 | $63K | Hold |
|
|||||
|
2019
Q4 | $89K | Buy |
|
|||||
|
2019
Q3 | $75K | Hold |
|
|||||
|
2019
Q2 | $71K | Sell |
|
|||||
|
2019
Q1 | $69K | Buy |
|
|||||
|
2018
Q4 | $35K | Buy |
|
|||||
|
2018
Q3 | $28K | Hold |
|
|||||
|
2018
Q2 | $28K | Hold |
|
|||||
|
2018
Q1 | $34K | Buy |
|