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
2026 Q1	$354K	Buy	4,512 +78	+2%	+$6.42K	0.05%	294
2025 Q4	$364K	Sell	4,434 -112	-2%	-$9.21K	0.05%	281
2025 Q3	$386K	Sell	4,546 -58	-1%	-$5.15K	0.05%	274
2025 Q2	$414K	Sell	4,604 -45	-1%	-$3.63K	0.06%	226
2025 Q1	$361K	Sell	4,649 -3	-0.1%	-$241	0.06%	255
2024 Q4	$384K	Buy	4,652 +93	+2%	+$7.29K	0.06%	236
2024 Q3	$315K	Buy	4,559 +17	+0.4%	+$1.14K	0.05%	267
2024 Q2	$294K	Buy	4,542 +352	+8%	+$23.7K	0.05%	258
2024 Q1	$301K	Buy	4,190 +312	+8%	+$20.7K	0.05%	252
2023 Q4	$246K	Buy	3,878 +391	+11%	+$22.8K	0.05%	260
2023 Q3	$210K	Buy	+3,487	New	+$214K	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%	+$10.7K	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	+$5.96K	﹤0.01%	608