Jones Financial Companies’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 | $33.1K | Buy |
370
+78
| +27% | +$6.98K | ﹤0.01% | 2387 |
|
|
2025
Q1 | $22.5K | Buy |
292
+104
| +55% | +$8.01K | ﹤0.01% | 2386 |
|
|
2024
Q4 | $15.5K | Buy |
188
+13
| +7% | +$1.07K | ﹤0.01% | 2349 |
|
|
2024
Q3 | $12.1K | Buy |
175
+11
| +7% | +$761 | ﹤0.01% | 2154 |
|
|
2024
Q2 | $10.6K | Hold |
164
| – | – | ﹤0.01% | 1744 |
|
|
2024
Q1 | $11.8K | Buy |
+164
| New | +$11.8K | ﹤0.01% | 1027 |
|