HM Payson & Co’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 | $25.5K | Hold |
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|
2025
Q2 | $27K | Hold |
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|
2025
Q1 | $23.3K | Hold |
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|
2024
Q4 | $24.7K | Hold |
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|
2024
Q3 | $20.8K | Hold |
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|
2024
Q2 | $19.4K | Hold |
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|
2024
Q1 | $21.6K | Hold |
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|
2023
Q4 | $19.1K | Hold |
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|
2023
Q3 | $18.1K | Hold |
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|
2023
Q2 | $17.9K | Hold |
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|
2023
Q1 | $17.3K | Sell |
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|
2022
Q4 | $37.6K | Buy |
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|
2022
Q3 | $29K | Sell |
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|
2022
Q2 | $33K | Buy |
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|
2022
Q1 | $36K | Hold |
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|
2021
Q4 | $37K | Hold |
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|
2021
Q3 | $36K | Hold |
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|
2021
Q2 | $37K | Hold |
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|
2021
Q1 | $37K | Hold |
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|
2020
Q4 | $34K | Hold |
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|
2020
Q3 | $30K | Buy |
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