Lido 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
Q2 | $1.22M | Buy |
+13,617
| New | +$1.22M | ﹤0.01% | 691 |
|
|
2024
Q3 | – | Sell |
-15,390
| Closed | -$996K | – | 1321 |
|
|
2024
Q2 | $996K | Buy |
+15,390
| New | +$996K | 0.01% | 613 |
|
|
2024
Q1 | – | Sell |
-17,775
| Closed | -$1.14M | – | 1259 |
|
|
2023
Q4 | $1.14M | Sell |
17,775
-17,846
| -50% | -$1.14M | 0.01% | 522 |
|
|
2023
Q3 | $2.15M | Buy |
35,621
+2,630
| +8% | +$158K | 0.02% | 340 |
|
|
2023
Q2 | $1.97M | Buy |
+32,991
| New | +$1.97M | 0.01% | 349 |
|
|
2023
Q1 | – | Sell |
-24,499
| Closed | -$1.43M | – | 1045 |
|
|
2022
Q4 | $1.43M | Buy |
24,499
+5,615
| +30% | +$327K | 0.02% | 312 |
|
|
2022
Q3 | $926K | Buy |
+18,884
| New | +$926K | 0.01% | 343 |
|
|
2022
Q2 | – | Sell |
-4,921
| Closed | -$296K | – | 931 |
|
|
2022
Q1 | $296K | Buy |
+4,921
| New | +$296K | ﹤0.01% | 729 |
|