Hennion & Walsh Asset Management’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 | $945K | Buy |
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|
2025
Q2 | $732K | Buy |
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|
2025
Q1 | $479K | Sell |
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|
2024
Q4 | $967K | Buy |
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|
2024
Q3 | $675K | Sell |
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|
2024
Q2 | $849K | Buy |
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|
2024
Q1 | $837K | Sell |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $715K | Buy |
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|
2023
Q2 | $691K | Buy |
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|
2023
Q1 | $496K | Sell |
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|
2022
Q4 | $547K | Buy |
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|
2022
Q3 | $411K | Buy |
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|
2022
Q2 | $289K | Sell |
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|
2022
Q1 | $328K | Sell |
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|
2021
Q4 | $332K | Sell |
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|
2021
Q3 | $327K | Buy |
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|
2021
Q2 | $316K | Buy |
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