Janney Montgomery Scott’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 | $11.8M | Buy |
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|
2025
Q2 | $12.2M | Buy |
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|
2025
Q1 | $206K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $243K | Sell |
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|
2024
Q2 | $233K | Sell |
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|
2024
Q1 | $272K | Sell |
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|
2023
Q4 | $241K | Sell |
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|
2023
Q3 | $329K | Sell |
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|
2023
Q2 | $569K | Buy |
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|
2023
Q1 | $536K | Sell |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $6.98M | Sell |
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|
2022
Q2 | $7.8M | Buy |
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|
2022
Q1 | $8.29M | Buy |
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|
2021
Q4 | $8.01M | Buy |
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|
2021
Q3 | $7.33M | Buy |
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|
2021
Q2 | $7.25M | Buy |
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|
2021
Q1 | $6.45M | Buy |
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|
2020
Q4 | $373K | Buy |
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|
2020
Q3 | $317K | Buy |
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|
2020
Q2 | $236K | Sell |
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|
2020
Q1 | $221K | Sell |
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|
2019
Q4 | $2.66M | Buy |
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|
2019
Q3 | $1.99M | Buy |
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|
2019
Q2 | $1.25M | Buy |
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|
2019
Q1 | $788K | Buy |
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|
2018
Q4 | $609K | Buy |
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|
2018
Q3 | $722K | Buy |
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|
2018
Q2 | $721K | Buy |
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|
2018
Q1 | $784K | Buy |
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|
2017
Q4 | $724K | Buy |
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|
2017
Q3 | $565K | Buy |
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|
2017
Q2 | $208K | Sell |
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|
2017
Q1 | $232K | Sell |
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|
2016
Q4 | $259K | Buy |
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