Harbor Investment Advisory’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 | $58.4K | Hold |
650
| – | – | 0.01% | 591 |
|
|
2025
Q1 | $50.5K | Hold |
650
| – | – | ﹤0.01% | 610 |
|
|
2024
Q4 | $53.6K | Hold |
650
| – | – | 0.01% | 583 |
|
|
2024
Q3 | $45K | Sell |
650
-3
| -0.5% | -$208 | ﹤0.01% | 607 |
|
|
2024
Q2 | $42.2K | Buy |
653
+3
| +0.5% | +$194 | ﹤0.01% | 611 |
|
|
2024
Q1 | $46.7K | Hold |
650
| – | – | ﹤0.01% | 597 |
|
|
2023
Q4 | $41.3K | Sell |
650
-150
| -19% | -$9.53K | ﹤0.01% | 598 |
|
|
2023
Q3 | $48.2K | Sell |
800
-10
| -1% | -$602 | 0.01% | 551 |
|
|
2023
Q2 | $48.3K | Hold |
810
| – | – | 0.01% | 724 |
|
|
2023
Q1 | $46.6K | Buy |
810
+3
| +0.4% | +$173 | 0.01% | 725 |
|
|
2022
Q4 | $47K | Hold |
807
| – | – | 0.01% | 707 |
|
|
2022
Q3 | $40K | Hold |
807
| – | – | 0.01% | 749 |
|
|
2022
Q2 | $44K | Hold |
807
| – | – | 0.01% | 736 |
|
|
2022
Q1 | $49K | Hold |
807
| – | – | 0.01% | 758 |
|
|
2021
Q4 | $49K | Buy |
+807
| New | +$49K | 0.01% | 755 |
|