HighTower Advisors’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 | $1.05M | Buy |
11,731
+234
| +2% | +$21K | ﹤0.01% | 1975 |
|
|
2025
Q1 | $893K | Sell |
11,497
-16
| -0.1% | -$1.24K | ﹤0.01% | 2028 |
|
|
2024
Q4 | $950K | Buy |
11,513
+574
| +5% | +$47.3K | ﹤0.01% | 1992 |
|
|
2024
Q3 | $761K | Buy |
10,939
+425
| +4% | +$29.6K | ﹤0.01% | 2098 |
|
|
2024
Q2 | $675K | Buy |
10,514
+853
| +9% | +$54.8K | ﹤0.01% | 2102 |
|
|
2024
Q1 | $701K | Sell |
9,661
-556
| -5% | -$40.3K | ﹤0.01% | 2034 |
|
|
2023
Q4 | $643K | Buy |
10,217
+915
| +10% | +$57.6K | ﹤0.01% | 2129 |
|
|
2023
Q3 | $554K | Buy |
9,302
+909
| +11% | +$54.1K | ﹤0.01% | 2158 |
|
|
2023
Q2 | $499K | Buy |
8,393
+386
| +5% | +$22.9K | ﹤0.01% | 2198 |
|
|
2023
Q1 | $462K | Sell |
8,007
-202
| -2% | -$11.7K | ﹤0.01% | 2156 |
|
|
2022
Q4 | $476K | Buy |
8,209
+245
| +3% | +$14.2K | ﹤0.01% | 2142 |
|
|
2022
Q3 | $393K | Sell |
7,964
-13
| -0.2% | -$642 | ﹤0.01% | 2169 |
|
|
2022
Q2 | $432K | Sell |
7,977
-1,177
| -13% | -$63.7K | ﹤0.01% | 2119 |
|
|
2022
Q1 | $551K | Sell |
9,154
-22,914
| -71% | -$1.38M | ﹤0.01% | 2097 |
|
|
2021
Q4 | $1.95M | Buy |
32,068
+24,285
| +312% | +$1.48M | ﹤0.01% | 1375 |
|
|
2021
Q3 | $460K | Sell |
7,783
-238
| -3% | -$14.1K | ﹤0.01% | 2098 |
|
|
2021
Q2 | $496K | Sell |
8,021
-5
| -0.1% | -$309 | ﹤0.01% | 2052 |
|
|
2021
Q1 | $486K | Sell |
8,026
-211
| -3% | -$12.8K | ﹤0.01% | 1985 |
|
|
2020
Q4 | $472K | Buy |
+8,237
| New | +$472K | ﹤0.01% | 1647 |
|
|
2020
Q1 | – | Sell |
-8,046
| Closed | -$524K | – | 2263 |
|
|
2019
Q4 | $524K | Sell |
8,046
-634
| -7% | -$41.3K | ﹤0.01% | 1434 |
|
|
2019
Q3 | $516K | Sell |
8,680
-1,120
| -11% | -$66.6K | ﹤0.01% | 1494 |
|
|
2019
Q2 | $550K | Sell |
9,800
-2,243
| -19% | -$126K | ﹤0.01% | 1471 |
|
|
2019
Q1 | $633K | Buy |
12,043
+2,432
| +25% | +$128K | ﹤0.01% | 1340 |
|
|
2018
Q4 | $444K | Buy |
9,611
+1,766
| +23% | +$81.6K | ﹤0.01% | 1421 |
|
|
2018
Q3 | $477K | Buy |
7,845
+488
| +7% | +$29.7K | ﹤0.01% | 1481 |
|
|
2018
Q2 | $463K | Sell |
7,357
-208
| -3% | -$13.1K | ﹤0.01% | 1484 |
|
|
2018
Q1 | $567K | Sell |
7,565
-2,496
| -25% | -$187K | ﹤0.01% | 1348 |
|
|
2017
Q4 | $723K | Sell |
10,061
-1,801
| -15% | -$129K | 0.01% | 1275 |
|
|
2017
Q3 | $722K | Buy |
11,862
+82
| +0.7% | +$4.99K | 0.01% | 1255 |
|
|
2017
Q2 | $631K | Buy |
11,780
+4,877
| +71% | +$261K | 0.01% | 1268 |
|
|
2017
Q1 | $348K | Sell |
6,903
-876
| -11% | -$44.2K | ﹤0.01% | 1480 |
|
|
2016
Q4 | $383K | Sell |
7,779
-4,067
| -34% | -$200K | ﹤0.01% | 1364 |
|
|
2016
Q3 | $541K | Buy |
11,846
+5,446
| +85% | +$249K | 0.01% | 1210 |
|
|
2016
Q2 | $308K | Sell |
6,400
-11,799
| -65% | -$568K | ﹤0.01% | 1313 |
|
|
2016
Q1 | $783K | Sell |
18,199
-3,064
| -14% | -$132K | ﹤0.01% | 1095 |
|
|
2015
Q4 | $1.12M | Buy |
21,263
+11,772
| +124% | +$617K | 0.01% | 913 |
|
|
2015
Q3 | $457K | Sell |
9,491
-10,250
| -52% | -$494K | 0.01% | 1241 |
|
|
2015
Q2 | $968K | Buy |
19,741
+13,340
| +208% | +$654K | 0.02% | 770 |
|
|
2015
Q1 | $282K | Buy |
6,401
+74
| +1% | +$3.26K | ﹤0.01% | 1275 |
|
|
2014
Q4 | $253K | Sell |
6,327
-30
| -0.5% | -$1.2K | ﹤0.01% | 1301 |
|
|
2014
Q3 | $230K | Sell |
6,357
-352
| -5% | -$12.7K | ﹤0.01% | 1314 |
|
|
2014
Q2 | $220K | Buy |
6,709
+344
| +5% | +$11.3K | ﹤0.01% | 1355 |
|
|
2014
Q1 | $214K | Sell |
6,365
-1,575
| -20% | -$53K | ﹤0.01% | 1287 |
|
|
2013
Q4 | $275K | Buy |
7,940
+951
| +14% | +$32.9K | 0.01% | 1182 |
|
|
2013
Q3 | $216K | Sell |
6,989
-1,151
| -14% | -$35.6K | 0.01% | 1126 |
|
|
2013
Q2 | $232K | Buy |
+8,140
| New | +$232K | 0.01% | 1086 |
|