Kapitalo Investimentos’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,983
| Closed | -$164K | – | 289 |
|
|
2024
Q4 | $164K | Buy |
+1,983
| New | +$164K | 0.11% | 111 |
|
|
2024
Q1 | – | Sell |
-3,265
| Closed | -$207K | – | 514 |
|
|
2023
Q4 | $207K | Sell |
3,265
-484
| -13% | -$30.8K | 0.04% | 269 |
|
|
2023
Q3 | $226K | Buy |
3,749
+2,233
| +147% | +$134K | 0.03% | 260 |
|
|
2023
Q2 | $90.4K | Buy |
+1,516
| New | +$90.4K | 0.02% | 359 |
|