Inspire Investing’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 | $3.5M | Buy |
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|
2025
Q2 | $3.18M | Buy |
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|
2025
Q1 | $2.18M | Sell |
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|
2024
Q4 | $2.61M | Hold |
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|
2024
Q3 | $2.19M | Buy |
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $2.11M | Buy |
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|
2023
Q4 | $1.7M | Buy |
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|
2023
Q3 | $1.58M | Sell |
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|
2023
Q2 | $1.67M | Buy |
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|
2023
Q1 | $1.45M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $718K | Sell |
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|
2022
Q2 | $877K | Buy |
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|
2022
Q1 | $234K | Sell |
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|
2021
Q4 | $247K | Buy |
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|
2021
Q3 | $230K | Buy |
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