Icon Wealth 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 | $252K | Buy |
2,799
+405
| +17% | +$36.4K | 0.02% | 336 |
|
|
2025
Q1 | $186K | Buy |
2,394
+172
| +8% | +$13.4K | 0.02% | 367 |
|
|
2024
Q4 | $183K | Buy |
2,222
+11
| +0.5% | +$907 | 0.02% | 384 |
|
|
2024
Q3 | $153K | Buy |
2,211
+15
| +0.7% | +$1.04K | 0.01% | 405 |
|
|
2024
Q2 | $149K | Buy |
2,196
+224
| +11% | +$15.2K | 0.01% | 377 |
|
|
2024
Q1 | $142K | Buy |
1,972
+295
| +18% | +$21.2K | 0.01% | 400 |
|
|
2023
Q4 | $107K | Buy |
+1,677
| New | +$107K | 0.01% | 419 |
|