Lindbrook Capital’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 | $1.71K | Hold |
22
| – | – | ﹤0.01% | 2324 |
|
|
2024
Q4 | $1.82K | Buy |
22
+2
| +10% | +$165 | ﹤0.01% | 2333 |
|
|
2024
Q3 | $1.38K | Sell |
20
-54
| -73% | -$3.74K | ﹤0.01% | 2438 |
|
|
2024
Q2 | $4.79K | Buy |
74
+31
| +72% | +$2.01K | ﹤0.01% | 2015 |
|
|
2024
Q1 | $3.09K | Hold |
43
| – | – | ﹤0.01% | 2091 |
|
|
2023
Q4 | $2.73K | Sell |
43
-17
| -28% | -$1.08K | ﹤0.01% | 2161 |
|
|
2023
Q3 | $3.61K | Buy |
60
+26
| +76% | +$1.57K | ﹤0.01% | 1913 |
|
|
2023
Q2 | $2.03K | Hold |
34
| – | – | ﹤0.01% | 2142 |
|
|
2023
Q1 | $1.96K | Buy |
34
+7
| +26% | +$403 | ﹤0.01% | 2251 |
|
|
2022
Q4 | $1.57K | Sell |
27
-37
| -58% | -$2.16K | ﹤0.01% | 2342 |
|
|
2022
Q3 | $3K | Buy |
64
+2
| +3% | +$94 | ﹤0.01% | 1924 |
|
|
2022
Q2 | $3K | Sell |
62
-49
| -44% | -$2.37K | ﹤0.01% | 1835 |
|
|
2022
Q1 | $7K | Buy |
111
+10
| +10% | +$631 | ﹤0.01% | 1470 |
|
|
2021
Q4 | $6K | Sell |
101
-32
| -24% | -$1.9K | ﹤0.01% | 1461 |
|
|
2021
Q3 | $8K | Buy |
133
+32
| +32% | +$1.93K | ﹤0.01% | 1097 |
|
|
2021
Q2 | $6K | Hold |
101
| – | – | ﹤0.01% | 1260 |
|
|
2021
Q1 | $6K | Hold |
101
| – | – | ﹤0.01% | 1221 |
|
|
2020
Q4 | $6K | Buy |
101
+25
| +33% | +$1.49K | ﹤0.01% | 1134 |
|
|
2020
Q3 | $4K | Hold |
76
| – | – | ﹤0.01% | 1201 |
|
|
2020
Q2 | $4K | Buy |
76
+39
| +105% | +$2.05K | ﹤0.01% | 1200 |
|
|
2020
Q1 | $2K | Sell |
37
-316
| -90% | -$17.1K | ﹤0.01% | 1334 |
|
|
2019
Q4 | $23K | Hold |
353
| – | – | 0.01% | 691 |
|
|
2019
Q3 | $21K | Sell |
353
-17
| -5% | -$1.01K | 0.01% | 698 |
|
|
2019
Q2 | $20K | Hold |
370
| – | – | 0.01% | 708 |
|
|
2019
Q1 | $19K | Hold |
370
| – | – | 0.01% | 714 |
|
|
2018
Q4 | $17K | Buy |
+370
| New | +$17K | 0.01% | 674 |
|