JFS Wealth 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 | $9.71K | Buy |
108
+11
| +11% | +$988 | ﹤0.01% | 872 |
|
|
2025
Q1 | $7.53K | Sell |
97
-5
| -5% | -$388 | ﹤0.01% | 977 |
|
|
2024
Q4 | $8.41K | Buy |
102
+5
| +5% | +$412 | ﹤0.01% | 910 |
|
|
2024
Q3 | $6.71K | Buy |
97
+3
| +3% | +$208 | ﹤0.01% | 1005 |
|
|
2024
Q2 | $6.08K | Hold |
94
| – | – | ﹤0.01% | 989 |
|
|
2024
Q1 | $6.76K | Hold |
94
| – | – | ﹤0.01% | 971 |
|
|
2023
Q4 | $5.97K | Sell |
94
-16
| -15% | -$1.02K | ﹤0.01% | 980 |
|
|
2023
Q3 | $6.63K | Buy |
110
+5
| +5% | +$301 | ﹤0.01% | 879 |
|
|
2023
Q2 | $6.26K | Hold |
105
| – | – | ﹤0.01% | 904 |
|
|
2023
Q1 | $6.04K | Sell |
105
-19
| -15% | -$1.09K | ﹤0.01% | 910 |
|
|
2022
Q4 | $7.23K | Buy |
124
+8
| +7% | +$466 | ﹤0.01% | 836 |
|
|
2022
Q3 | $6K | Buy |
116
+48
| +71% | +$2.48K | ﹤0.01% | 942 |
|
|
2022
Q2 | $4K | Sell |
68
-22
| -24% | -$1.29K | ﹤0.01% | 1113 |
|
|
2022
Q1 | $5K | Buy |
90
+54
| +150% | +$3K | ﹤0.01% | 1063 |
|
|
2021
Q4 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 1153 |
|