Legacy Financial Advisors’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
Q2 | $414K | Sell |
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|
2025
Q1 | $361K | Sell |
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|
2024
Q4 | $384K | Buy |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | $294K | Buy |
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|
2024
Q1 | $301K | Buy |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $210K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $15K | Hold |
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|
2018
Q4 | $14K | Buy |
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|
2018
Q3 | $5K | Hold |
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|
2018
Q2 | $6K | Hold |
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|
2018
Q1 | $6K | Hold |
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|
2017
Q4 | $6K | Buy |
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