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
Q4 | $276K | Buy |
3,367
+1,866
| +124% | +$153K | ﹤0.01% | 1283 |
|
|
2025
Q3 | $127K | Buy |
1,501
+43
| +3% | +$3.82K | ﹤0.01% | 1408 |
|
|
2025
Q2 | $131K | Buy |
+1,458
| New | +$117K | ﹤0.01% | 1298 |
|
|
2024
Q4 | $120K | Buy |
1,450
+169
| +13% | +$13.3K | ﹤0.01% | 1186 |
|
|
2024
Q3 | $88.6K | Buy |
1,281
+40
| +3% | +$2.67K | ﹤0.01% | 1295 |
|
|
2024
Q2 | $80.3K | Buy |
1,241
+293
| +31% | +$19.7K | ﹤0.01% | 1305 |
|
|
2024
Q1 | $68.2K | Buy |
948
+233
| +33% | +$15.5K | ﹤0.01% | 1256 |
|
|
2023
Q4 | $45.1K | Buy |
715
+144
| +25% | +$8.4K | ﹤0.01% | 1420 |
|
|
2023
Q3 | $33K | Buy |
571
+128
| +29% | +$7.87K | ﹤0.01% | 1449 |
|
|
2023
Q2 | $26.4K | Buy |
443
+17
| +4% | +$989 | ﹤0.01% | 1555 |
|
|
2023
Q1 | $24.9K | Buy |
426
+82
| +24% | +$4.92K | ﹤0.01% | 1544 |
|
|
2022
Q4 | $20.1K | Hold |
344
| – | – | ﹤0.01% | 1481 |
|
|
2022
Q3 | $19K | Hold |
344
| – | – | ﹤0.01% | 1423 |
|
|
2022
Q2 | $19K | Buy |
344
+6
| +2% | +$338 | ﹤0.01% | 1376 |
|
|
2022
Q1 | $19K | Buy |
+338
| New | +$20.1K | ﹤0.01% | 1372 |
|
|
2021
Q4 | – | Sell |
-1,095
| Closed | -$65K | – | 1516 |
|
|
2021
Q3 | $65K | Sell |
1,095
-20
| -2% | -$1.22K | 0.01% | 772 |
|
|
2021
Q2 | $69K | Sell |
1,115
-62
| -5% | -$3.86K | 0.01% | 745 |
|
|
2021
Q1 | $72K | Sell |
1,177
-36
| -3% | -$2.11K | 0.01% | 658 |
|
|
2020
Q4 | $70K | Sell |
1,213
-47
| -4% | -$2.57K | 0.01% | 619 |
|
|
2020
Q3 | $64K | Sell |
1,260
-42
| -3% | -$2.22K | 0.01% | 581 |
|
|
2020
Q2 | $72K | Sell |
1,302
-55
| -4% | -$2.88K | 0.01% | 550 |
|
|
2020
Q1 | $63K | Hold |
1,357
| – | – | 0.01% | 515 |
|
|
2019
Q4 | $89K | Buy |
1,357
+98
| +8% | +$6.09K | 0.01% | 510 |
|
|
2019
Q3 | $75K | Hold |
1,259
| – | – | 0.01% | 538 |
|
|
2019
Q2 | $71K | Sell |
1,259
-63
| -5% | -$3.4K | 0.01% | 533 |
|
|
2019
Q1 | $69K | Buy |
1,322
+558
| +73% | +$27.9K | 0.02% | 467 |
|
|
2018
Q4 | $35K | Buy |
764
+309
| +68% | +$16.3K | 0.01% | 601 |
|
|
2018
Q3 | $28K | Hold |
455
| – | – | 0.01% | 716 |
|
|
2018
Q2 | $28K | Hold |
455
| – | – | 0.01% | 698 |
|
|
2018
Q1 | $34K | Buy |
+455
| New | +$33.9K | 0.01% | 623 |
|
Other funds holding SEIC
BGC
