IFP 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 | $155K | Sell |
1,705
-231
| -12% | -$20.9K | ﹤0.01% | 1398 |
|
|
2025
Q1 | $158K | Buy |
1,936
+1,394
| +257% | +$114K | ﹤0.01% | 1286 |
|
|
2024
Q4 | $52.7K | Sell |
542
-161
| -23% | -$15.6K | ﹤0.01% | 1806 |
|
|
2024
Q3 | $48.7K | Sell |
703
-194
| -22% | -$13.4K | ﹤0.01% | 1749 |
|
|
2024
Q2 | $58.1K | Buy |
897
+682
| +317% | +$44.2K | ﹤0.01% | 1608 |
|
|
2024
Q1 | $15.5K | Buy |
215
+18
| +9% | +$1.29K | ﹤0.01% | 2091 |
|
|
2023
Q4 | $12.5K | Buy |
197
+61
| +45% | +$3.88K | ﹤0.01% | 2107 |
|
|
2023
Q3 | $8.19K | Buy |
136
+5
| +4% | +$301 | ﹤0.01% | 2337 |
|
|
2023
Q2 | $7.81K | Buy |
+131
| New | +$7.81K | ﹤0.01% | 2384 |
|
|
2023
Q1 | – | Sell |
-539
| Closed | -$39K | – | 4264 |
|
|
2022
Q4 | $39K | Sell |
539
-283
| -34% | -$20.5K | ﹤0.01% | 2416 |
|
|
2022
Q3 | $57K | Buy |
822
+80
| +11% | +$5.55K | ﹤0.01% | 2272 |
|
|
2022
Q2 | $52K | Hold |
742
| – | – | ﹤0.01% | 2149 |
|
|
2022
Q1 | $52K | Buy |
742
+676
| +1,024% | +$47.4K | ﹤0.01% | 2149 |
|
|
2021
Q4 | $4K | Sell |
66
-61
| -48% | -$3.7K | ﹤0.01% | 2550 |
|
|
2021
Q3 | $8K | Buy |
127
+7
| +6% | +$441 | ﹤0.01% | 2319 |
|
|
2021
Q2 | $7K | Buy |
120
+15
| +14% | +$875 | ﹤0.01% | 2348 |
|
|
2021
Q1 | $6K | Sell |
105
-149
| -59% | -$8.51K | ﹤0.01% | 2348 |
|
|
2020
Q4 | $15K | Sell |
254
-72
| -22% | -$4.25K | ﹤0.01% | 1907 |
|
|
2020
Q3 | $16K | Buy |
326
+48
| +17% | +$2.36K | ﹤0.01% | 1734 |
|
|
2020
Q2 | $15K | Buy |
278
+9
| +3% | +$486 | ﹤0.01% | 1671 |
|
|
2020
Q1 | $13K | Buy |
269
+17
| +7% | +$822 | ﹤0.01% | 1665 |
|
|
2019
Q4 | $17K | Sell |
252
-303
| -55% | -$20.4K | ﹤0.01% | 1700 |
|
|
2019
Q3 | $33K | Buy |
+555
| New | +$33K | ﹤0.01% | 1555 |
|
|
2019
Q1 | $20K | Sell |
385
-611
| -61% | -$31.7K | ﹤0.01% | 1364 |
|
|
2018
Q4 | $45K | Sell |
996
-114
| -10% | -$5.15K | ﹤0.01% | 1661 |
|
|
2018
Q3 | $68K | Buy |
1,110
+139
| +14% | +$8.52K | ﹤0.01% | 1711 |
|
|
2018
Q2 | $61K | Buy |
971
+229
| +31% | +$14.4K | ﹤0.01% | 1779 |
|
|
2018
Q1 | $53K | Hold |
742
| – | – | ﹤0.01% | 1777 |
|
|
2017
Q4 | $53K | Sell |
742
-464
| -38% | -$33.1K | ﹤0.01% | 1773 |
|
|
2017
Q3 | $74K | Sell |
1,206
-144
| -11% | -$8.84K | ﹤0.01% | 1723 |
|
|
2017
Q2 | $73K | Buy |
1,350
+428
| +46% | +$23.1K | ﹤0.01% | 1705 |
|
|
2017
Q1 | $47K | Sell |
922
-5
| -0.5% | -$255 | ﹤0.01% | 1957 |
|
|
2016
Q4 | $46K | Sell |
927
-491
| -35% | -$24.4K | ﹤0.01% | 1925 |
|
|
2016
Q3 | $65K | Buy |
1,418
+88
| +7% | +$4.03K | ﹤0.01% | 1641 |
|
|
2016
Q2 | $64K | Buy |
1,330
+945
| +245% | +$45.5K | ﹤0.01% | 1613 |
|
|
2016
Q1 | $20K | Sell |
385
-864
| -69% | -$44.9K | ﹤0.01% | 1364 |
|
|
2015
Q4 | $65K | Buy |
+1,249
| New | +$65K | ﹤0.01% | 1443 |
|