HM Payson & Co’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $23.3K | Hold |
300
| – | – | ﹤0.01% | 769 |
|
|
2024
Q4 | $24.7K | Hold |
300
| – | – | ﹤0.01% | 750 |
|
|
2024
Q3 | $20.8K | Hold |
300
| – | – | ﹤0.01% | 765 |
|
|
2024
Q2 | $19.4K | Hold |
300
| – | – | ﹤0.01% | 763 |
|
|
2024
Q1 | $21.6K | Hold |
300
| – | – | ﹤0.01% | 736 |
|
|
2023
Q4 | $19.1K | Hold |
300
| – | – | ﹤0.01% | 745 |
|
|
2023
Q3 | $18.1K | Hold |
300
| – | – | ﹤0.01% | 752 |
|
|
2023
Q2 | $17.9K | Hold |
300
| – | – | ﹤0.01% | 745 |
|
|
2023
Q1 | $17.3K | Sell |
300
-345
| -53% | -$19.9K | ﹤0.01% | 738 |
|
|
2022
Q4 | $37.6K | Buy |
645
+45
| +8% | +$2.62K | ﹤0.01% | 598 |
|
|
2022
Q3 | $29K | Sell |
600
-4
| -0.7% | -$193 | ﹤0.01% | 647 |
|
|
2022
Q2 | $33K | Buy |
604
+4
| +0.7% | +$219 | ﹤0.01% | 643 |
|
|
2022
Q1 | $36K | Hold |
600
| – | – | ﹤0.01% | 647 |
|
|
2021
Q4 | $37K | Hold |
600
| – | – | ﹤0.01% | 665 |
|
|
2021
Q3 | $36K | Hold |
600
| – | – | ﹤0.01% | 652 |
|
|
2021
Q2 | $37K | Hold |
600
| – | – | ﹤0.01% | 643 |
|
|
2021
Q1 | $37K | Hold |
600
| – | – | ﹤0.01% | 661 |
|
|
2020
Q4 | $34K | Hold |
600
| – | – | ﹤0.01% | 684 |
|
|
2020
Q3 | $30K | Buy |
+600
| New | +$30K | ﹤0.01% | 659 |
|