Grove Bank & Trust’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 | $3.77K | Hold |
42
| – | – | ﹤0.01% | 733 |
|
|
2025
Q1 | $3.26K | Buy |
+42
| New | +$3.26K | ﹤0.01% | 726 |
|
|
2018
Q1 | – | Sell |
-1,060
| Closed | -$76K | – | 404 |
|
|
2017
Q4 | $76K | Hold |
1,060
| – | – | 0.03% | 253 |
|
|
2017
Q3 | $65K | Sell |
1,060
-190
| -15% | -$11.7K | 0.03% | 270 |
|
|
2017
Q2 | $67K | Buy |
1,250
+190
| +18% | +$10.2K | 0.04% | 215 |
|
|
2017
Q1 | $53K | Hold |
1,060
| – | – | 0.04% | 210 |
|
|
2016
Q4 | $52K | Buy |
+1,060
| New | +$52K | 0.04% | 209 |
|
|
2016
Q2 | – | Sell |
-1,825
| Closed | -$79K | – | 293 |
|
|
2016
Q1 | $79K | Hold |
1,825
| – | – | 0.07% | 129 |
|
|
2015
Q4 | $96K | Buy |
+1,825
| New | +$96K | 0.09% | 131 |
|