Lindenwold 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $350K | Sell |
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|
2025
Q1 | $303K | Sell |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $285K | Buy |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $298K | Sell |
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|
2023
Q4 | $266K | Sell |
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|
2023
Q3 | $255K | Buy |
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|
2023
Q2 | $251K | Sell |
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|
2023
Q1 | $313K | Buy |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | $317K | Buy |
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|
2022
Q1 | $346K | Buy |
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|
2021
Q4 | $326K | Buy |
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