LFA
Legacy Financial Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $414K | Sell |
4,604
-45
| -1% | -$4.04K | 0.06% | 226 |
|
|
2025
Q1 | $361K | Sell |
4,649
-3
| -0.1% | -$233 | 0.06% | 255 |
|
|
2024
Q4 | $384K | Buy |
4,652
+93
| +2% | +$7.67K | 0.06% | 236 |
|
|
2024
Q3 | $315K | Buy |
4,559
+17
| +0.4% | +$1.18K | 0.05% | 267 |
|
|
2024
Q2 | $294K | Buy |
4,542
+352
| +8% | +$22.8K | 0.05% | 258 |
|
|
2024
Q1 | $301K | Buy |
4,190
+312
| +8% | +$22.4K | 0.05% | 252 |
|
|
2023
Q4 | $246K | Buy |
3,878
+391
| +11% | +$24.8K | 0.05% | 260 |
|
|
2023
Q3 | $210K | Buy |
+3,487
| New | +$210K | 0.04% | 245 |
|
|
2019
Q2 | – | Sell |
-293
| Closed | -$15K | – | 755 |
|
|
2019
Q1 | $15K | Hold |
293
| – | – | 0.01% | 528 |
|
|
2018
Q4 | $14K | Buy |
293
+204
| +229% | +$9.75K | 0.01% | 490 |
|
|
2018
Q3 | $5K | Hold |
89
| – | – | ﹤0.01% | 700 |
|
|
2018
Q2 | $6K | Hold |
89
| – | – | ﹤0.01% | 668 |
|
|
2018
Q1 | $6K | Hold |
89
| – | – | ﹤0.01% | 607 |
|
|
2017
Q4 | $6K | Buy |
+89
| New | +$6K | ﹤0.01% | 608 |
|