Larson Financial Group’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 | $7.32K | Buy |
81
+48
| +145% | +$4.34K | ﹤0.01% | 1936 |
|
|
2025
Q1 | $2.6K | Sell |
33
-8
| -20% | -$629 | ﹤0.01% | 2073 |
|
|
2024
Q4 | $3.41K | Sell |
41
-25
| -38% | -$2.08K | ﹤0.01% | 1746 |
|
|
2024
Q3 | $4.59K | Buy |
66
+56
| +560% | +$3.9K | ﹤0.01% | 1674 |
|
|
2024
Q2 | $671 | Hold |
10
| – | – | ﹤0.01% | 1776 |
|
|
2024
Q1 | $741 | Hold |
10
| – | – | ﹤0.01% | 1492 |
|
|
2023
Q4 | $650 | Hold |
10
| – | – | ﹤0.01% | 1538 |
|
|
2023
Q3 | $616 | Hold |
10
| – | – | ﹤0.01% | 1555 |
|
|
2023
Q2 | $610 | Hold |
10
| – | – | ﹤0.01% | 1419 |
|
|
2023
Q1 | $584 | Hold |
10
| – | – | ﹤0.01% | 1399 |
|
|
2022
Q4 | $587 | Hold |
10
| – | – | ﹤0.01% | 1355 |
|
|
2022
Q3 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1385 |
|