Larson Financial Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.68K | Buy |
|
|||||
|
2025
Q2 | $7.32K | Buy |
|
|||||
|
2025
Q1 | $2.6K | Sell |
|
|||||
|
2024
Q4 | $3.41K | Sell |
|
|||||
|
2024
Q3 | $4.59K | Buy |
|
|||||
|
2024
Q2 | $671 | Hold |
|
|||||
|
2024
Q1 | $741 | Hold |
|
|||||
|
2023
Q4 | $650 | Hold |
|
|||||
|
2023
Q3 | $616 | Hold |
|
|||||
|
2023
Q2 | $610 | Hold |
|
|||||
|
2023
Q1 | $584 | Hold |
|
|||||
|
2022
Q4 | $587 | Hold |
|
|||||
|
2022
Q3 | $0 | Buy |
|