Kingsview Wealth 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	$3.46M	Buy	38,452 +506	+1%	+$45.5K	0.06%	310
2025 Q1	$2.95M	Buy	+37,946	New	+$2.95M	0.06%	298
2021 Q4	–	Sell	-15,404	Closed	-$913K	–	946
2021 Q3	$913K	Buy	+15,404	New	+$913K	0.04%	402