LGT Financial Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-245
| Closed | -$20.2K | – | 650 |
|
|
2024
Q4 | $20.2K | Hold |
245
| – | – | 0.04% | 306 |
|
|
2024
Q3 | $17K | Hold |
245
| – | – | 0.04% | 313 |
|
|
2024
Q2 | $15.8K | Hold |
245
| – | – | 0.03% | 365 |
|
|
2024
Q1 | $17.6K | Hold |
245
| – | – | 0.02% | 382 |
|
|
2023
Q4 | $15.6K | Hold |
245
| – | – | 0.02% | 394 |
|
|
2023
Q3 | $14.8K | Buy |
+245
| New | +$14.8K | 0.02% | 408 |
|