Lafayette Investments’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 | $1.37M | Sell |
15,274
-145
| -0.9% | -$13K | 0.28% | 60 |
|
|
2025
Q1 | $1.2M | Sell |
15,419
-480
| -3% | -$37.3K | 0.25% | 60 |
|
|
2024
Q4 | $1.31M | Sell |
15,899
-1,075
| -6% | -$88.7K | 0.28% | 58 |
|
|
2024
Q3 | $1.17M | Sell |
16,974
-16
| -0.1% | -$1.11K | 0.25% | 60 |
|
|
2024
Q2 | $1.1M | Sell |
16,990
-662
| -4% | -$42.8K | 0.25% | 60 |
|
|
2024
Q1 | $1.27M | Sell |
17,652
-235
| -1% | -$16.9K | 0.29% | 59 |
|
|
2023
Q4 | $1.14M | Sell |
17,887
-560
| -3% | -$35.6K | 0.28% | 61 |
|
|
2023
Q3 | $1.11M | Sell |
18,447
-100
| -0.5% | -$6.02K | 0.3% | 63 |
|
|
2023
Q2 | $1.11M | Sell |
18,547
-1,751
| -9% | -$104K | 0.29% | 63 |
|
|
2023
Q1 | $1.17M | Sell |
20,298
-495
| -2% | -$28.5K | 0.32% | 59 |
|
|
2022
Q4 | $1.21M | Buy |
20,793
+718
| +4% | +$41.9K | 0.34% | 57 |
|
|
2022
Q3 | $985K | Sell |
20,075
-2,286
| -10% | -$112K | 0.3% | 62 |
|
|
2022
Q2 | $1.21M | Buy |
22,361
+1,585
| +8% | +$85.6K | 0.35% | 61 |
|
|
2022
Q1 | $1.25M | Buy |
20,776
+718
| +4% | +$43.2K | 0.31% | 62 |
|
|
2021
Q4 | $1.22M | Buy |
20,058
+609
| +3% | +$37.1K | 0.31% | 63 |
|
|
2021
Q3 | $1.15M | Buy |
19,449
+1,699
| +10% | +$101K | 0.31% | 62 |
|
|
2021
Q2 | $1.1M | Buy |
17,750
+494
| +3% | +$30.6K | 0.3% | 64 |
|
|
2021
Q1 | $1.05M | Sell |
17,256
-3,198
| -16% | -$195K | 0.34% | 55 |
|
|
2020
Q4 | $1.18M | Buy |
20,454
+1,956
| +11% | +$112K | 0.4% | 54 |
|
|
2020
Q3 | $938K | Buy |
18,498
+629
| +4% | +$31.9K | 0.36% | 57 |
|
|
2020
Q2 | $982K | Hold |
17,869
| – | – | 0.41% | 54 |
|
|
2020
Q1 | $828K | Hold |
17,869
| – | – | 0.4% | 49 |
|
|
2019
Q4 | $1.17M | Buy |
17,869
+85
| +0.5% | +$5.57K | 0.41% | 48 |
|
|
2019
Q3 | $1.05M | Buy |
17,784
+2,617
| +17% | +$155K | 0.38% | 48 |
|
|
2019
Q2 | $851K | Buy |
+15,167
| New | +$851K | 0.3% | 48 |
|