II
Inspire Investing’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.18M | Buy |
35,391
+7,291
| +26% | +$655K | 0.35% | 59 |
|
|
2025
Q1 | $2.18M | Sell |
28,100
-3,568
| -11% | -$277K | 0.26% | 101 |
|
|
2024
Q4 | $2.61M | Hold |
31,668
| – | – | 0.29% | 72 |
|
|
2024
Q3 | $2.19M | Buy |
31,668
+639
| +2% | +$44.2K | 0.22% | 100 |
|
|
2024
Q2 | $2.01M | Buy |
31,029
+1,653
| +6% | +$107K | 0.23% | 110 |
|
|
2024
Q1 | $2.11M | Buy |
29,376
+2,588
| +10% | +$186K | 0.22% | 116 |
|
|
2023
Q4 | $1.7M | Buy |
26,788
+609
| +2% | +$38.7K | 0.19% | 129 |
|
|
2023
Q3 | $1.58M | Sell |
26,179
-1,803
| -6% | -$109K | 0.2% | 120 |
|
|
2023
Q2 | $1.67M | Buy |
27,982
+2,800
| +11% | +$167K | 0.2% | 120 |
|
|
2023
Q1 | $1.45M | Buy |
25,182
+678
| +3% | +$39K | 0.18% | 117 |
|
|
2022
Q4 | $1.43M | Buy |
24,504
+9,859
| +67% | +$575K | 0.18% | 114 |
|
|
2022
Q3 | $718K | Sell |
14,645
-1,597
| -10% | -$78.3K | 0.1% | 167 |
|
|
2022
Q2 | $877K | Buy |
16,242
+12,352
| +318% | +$667K | 0.12% | 153 |
|
|
2022
Q1 | $234K | Sell |
3,890
-157
| -4% | -$9.44K | 0.03% | 716 |
|
|
2021
Q4 | $247K | Buy |
4,047
+162
| +4% | +$9.89K | 0.03% | 672 |
|
|
2021
Q3 | $230K | Buy |
+3,885
| New | +$230K | 0.03% | 602 |
|