Gries Financial’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 | $2.68M | Buy |
29,847
+1,773
| +6% | +$159K | 0.49% | 39 |
|
|
2025
Q1 | $2.18M | Sell |
28,074
-2,339
| -8% | -$182K | 0.42% | 44 |
|
|
2024
Q4 | $2.51M | Sell |
30,413
-598
| -2% | -$49.3K | 0.45% | 45 |
|
|
2024
Q3 | $2.15M | Sell |
31,011
-7,649
| -20% | -$529K | 0.4% | 54 |
|
|
2024
Q2 | $2.5M | Sell |
38,660
-1,117
| -3% | -$72.3K | 0.51% | 46 |
|
|
2024
Q1 | $2.86M | Sell |
39,777
-174
| -0.4% | -$12.5K | 0.48% | 48 |
|
|
2023
Q4 | $2.54M | Sell |
39,951
-560
| -1% | -$35.6K | 0.56% | 38 |
|
|
2023
Q3 | $2.44M | Sell |
40,511
-1,207
| -3% | -$72.7K | 0.66% | 33 |
|
|
2023
Q2 | $2.49M | Buy |
41,718
+210
| +0.5% | +$12.5K | 0.69% | 32 |
|
|
2023
Q1 | $2.39M | Sell |
41,508
-3,494
| -8% | -$201K | 0.71% | 38 |
|
|
2022
Q4 | $2.62M | Buy |
45,002
+14,640
| +48% | +$854K | 0.87% | 36 |
|
|
2022
Q3 | $1.49M | Buy |
30,362
+1,330
| +5% | +$65.2K | 0.63% | 46 |
|
|
2022
Q2 | $1.57M | Buy |
29,032
+631
| +2% | +$34.1K | 0.75% | 44 |
|
|
2022
Q1 | $1.71M | Buy |
+28,401
| New | +$1.71M | 0.63% | 49 |
|