Kestra Investment Management’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	$746K	Buy	8,965 +4,124	+85%	+$343K	0.01%	324
2025 Q1	$376K	Buy	4,841 +481	+11%	+$37.3K	0.01%	304
2024 Q4	$360K	Buy	+4,360	New	+$360K	0.01%	281