Lafayette Investments’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.19M	Sell	15,221 -50	-0.3%	-$4.12K	0.24%	67
2025 Q4	$1.25M	Sell	15,271 -3	-0%	-$247	0.24%	69
2025 Q3	$1.3M	Hold	15,274	–	–	0.25%	61
2025 Q2	$1.37M	Sell	15,274 -145	-0.9%	-$11.7K	0.28%	60
2025 Q1	$1.2M	Sell	15,419 -480	-3%	-$38.6K	0.25%	60
2024 Q4	$1.31M	Sell	15,899 -1,075	-6%	-$84.3K	0.28%	58
2024 Q3	$1.17M	Sell	16,974 -16	-0.1%	-$1.07K	0.25%	60
2024 Q2	$1.1M	Sell	16,990 -662	-4%	-$44.5K	0.25%	60
2024 Q1	$1.27M	Sell	17,652 -235	-1%	-$15.6K	0.29%	59
2023 Q4	$1.14M	Sell	17,887 -560	-3%	-$32.7K	0.28%	61
2023 Q3	$1.11M	Sell	18,447 -100	-0.5%	-$6.15K	0.3%	63
2023 Q2	$1.11M	Sell	18,547 -1,751	-9%	-$102K	0.29%	63
2023 Q1	$1.17M	Sell	20,298 -495	-2%	-$29.7K	0.32%	59
2022 Q4	$1.21M	Buy	20,793 +718	+4%	+$40.4K	0.34%	57
2022 Q3	$985K	Sell	20,075 -2,286	-10%	-$125K	0.3%	62
2022 Q2	$1.21M	Buy	22,361 +1,585	+8%	+$89.2K	0.35%	61
2022 Q1	$1.25M	Buy	20,776 +718	+4%	+$42.7K	0.31%	62
2021 Q4	$1.22M	Buy	20,058 +609	+3%	+$37.7K	0.31%	63
2021 Q3	$1.15M	Buy	19,449 +1,699	+10%	+$104K	0.31%	62
2021 Q2	$1.1M	Buy	17,750 +494	+3%	+$30.8K	0.3%	64
2021 Q1	$1.05M	Sell	17,256 -3,198	-16%	-$187K	0.34%	55
2020 Q4	$1.18M	Buy	20,454 +1,956	+11%	+$107K	0.4%	54
2020 Q3	$938K	Buy	18,498 +629	+4%	+$33.2K	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%	+$5.29K	0.41%	48
2019 Q3	$1.05M	Buy	17,784 +2,617	+17%	+$151K	0.38%	48
2019 Q2	$851K	Buy	+15,167	New	+$818K	0.3%	48