IFP Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $171K | Sell |
2,178
-2,488
| -53% | -$205K | ﹤0.01% | 1483 |
|
|
2025
Q4 | $383K | Buy |
4,666
+73
| +2% | +$6K | 0.01% | 1051 |
|
|
2025
Q3 | $390K | Buy |
4,593
+2,888
| +169% | +$257K | 0.01% | 960 |
|
|
2025
Q2 | $155K | Sell |
1,705
-231
| -12% | -$18.6K | ﹤0.01% | 1398 |
|
|
2025
Q1 | $158K | Buy |
1,936
+1,394
| +257% | +$112K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $52.7K | Sell |
542
-161
| -23% | -$12.6K | ﹤0.01% | 1806 |
|
|
2024
Q3 | $48.7K | Sell |
703
-194
| -22% | -$12.9K | ﹤0.01% | 1749 |
|
|
2024
Q2 | $58.1K | Buy |
897
+682
| +317% | +$45.8K | ﹤0.01% | 1608 |
|
|
2024
Q1 | $15.5K | Buy |
215
+18
| +9% | +$1.2K | ﹤0.01% | 2091 |
|
|
2023
Q4 | $12.5K | Buy |
197
+61
| +45% | +$3.56K | ﹤0.01% | 2107 |
|
|
2023
Q3 | $8.19K | Buy |
136
+5
| +4% | +$307 | ﹤0.01% | 2337 |
|
|
2023
Q2 | $7.81K | Buy |
+131
| New | +$7.62K | ﹤0.01% | 2384 |
|
|
2023
Q1 | – | Sell |
-539
| Closed | -$39K | – | 4264 |
|
|
2022
Q4 | $39K | Sell |
539
-283
| -34% | -$15.9K | ﹤0.01% | 2416 |
|
|
2022
Q3 | $57K | Buy |
822
+80
| +11% | +$4.37K | ﹤0.01% | 2271 |
|
|
2022
Q2 | $52K | Hold |
742
| – | – | ﹤0.01% | 2148 |
|
|
2022
Q1 | $52K | Buy |
742
+676
| +1,024% | +$40.2K | ﹤0.01% | 2148 |
|
|
2021
Q4 | $4K | Sell |
66
-61
| -48% | -$3.78K | ﹤0.01% | 2595 |
|
|
2021
Q3 | $8K | Buy |
127
+7
| +6% | +$427 | ﹤0.01% | 2376 |
|
|
2021
Q2 | $7K | Buy |
120
+15
| +14% | +$935 | ﹤0.01% | 2359 |
|
|
2021
Q1 | $6K | Sell |
105
-149
| -59% | -$8.73K | ﹤0.01% | 2367 |
|
|
2020
Q4 | $15K | Sell |
254
-72
| -22% | -$3.93K | ﹤0.01% | 1910 |
|
|
2020
Q3 | $16K | Buy |
326
+48
| +17% | +$2.54K | ﹤0.01% | 1737 |
|
|
2020
Q2 | $15K | Buy |
278
+9
| +3% | +$470 | ﹤0.01% | 1677 |
|
|
2020
Q1 | $13K | Buy |
269
+17
| +7% | +$1.01K | ﹤0.01% | 1676 |
|
|
2019
Q4 | $17K | Sell |
252
-303
| -55% | -$18.8K | ﹤0.01% | 1701 |
|
|
2019
Q3 | $33K | Buy |
+555
| New | +$32.1K | ﹤0.01% | 1555 |
|
|
2019
Q1 | $20K | Sell |
385
-611
| -61% | -$30.6K | ﹤0.01% | 1364 |
|
|
2018
Q4 | $45K | Sell |
996
-114
| -10% | -$6K | ﹤0.01% | 1673 |
|
|
2018
Q3 | $68K | Buy |
1,110
+139
| +14% | +$8.62K | ﹤0.01% | 1719 |
|
|
2018
Q2 | $61K | Buy |
971
+229
| +31% | +$15.2K | ﹤0.01% | 1797 |
|
|
2018
Q1 | $53K | Hold |
742
| – | – | ﹤0.01% | 1777 |
|
|
2017
Q4 | $53K | Sell |
742
-464
| -38% | -$31.1K | ﹤0.01% | 1793 |
|
|
2017
Q3 | $74K | Sell |
1,206
-144
| -11% | -$8.18K | ﹤0.01% | 1735 |
|
|
2017
Q2 | $73K | Buy |
1,350
+428
| +46% | +$22.1K | ﹤0.01% | 1719 |
|
|
2017
Q1 | $47K | Sell |
922
-5
| -0.5% | -$252 | ﹤0.01% | 1971 |
|
|
2016
Q4 | $46K | Sell |
927
-491
| -35% | -$22.9K | ﹤0.01% | 1937 |
|
|
2016
Q3 | $65K | Buy |
1,418
+88
| +7% | +$4.13K | ﹤0.01% | 1649 |
|
|
2016
Q2 | $64K | Buy |
1,330
+945
| +245% | +$45.5K | ﹤0.01% | 1620 |
|
|
2016
Q1 | $20K | Sell |
385
-864
| -69% | -$35.4K | ﹤0.01% | 1364 |
|
|
2015
Q4 | $65K | Buy |
+1,249
| New | +$65K | ﹤0.01% | 1449 |
|
Other funds holding SEIC
VPM
VCM
