Lindenwold 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 | $350K | Sell |
3,890
-18
| -0.5% | -$1.62K | 0.18% | 75 |
|
|
2025
Q1 | $303K | Sell |
3,908
-63
| -2% | -$4.89K | 0.17% | 80 |
|
|
2024
Q4 | $328K | Sell |
3,971
-150
| -4% | -$12.4K | 0.17% | 87 |
|
|
2024
Q3 | $285K | Buy |
4,121
+84
| +2% | +$5.81K | 0.14% | 101 |
|
|
2024
Q2 | $261K | Sell |
4,037
-109
| -3% | -$7.05K | 0.14% | 95 |
|
|
2024
Q1 | $298K | Sell |
4,146
-40
| -1% | -$2.88K | 0.16% | 99 |
|
|
2023
Q4 | $266K | Sell |
4,186
-45
| -1% | -$2.86K | 0.15% | 100 |
|
|
2023
Q3 | $255K | Buy |
4,231
+26
| +0.6% | +$1.57K | 0.16% | 94 |
|
|
2023
Q2 | $251K | Sell |
4,205
-1,242
| -23% | -$74K | 0.15% | 97 |
|
|
2023
Q1 | $313K | Buy |
5,447
+30
| +0.6% | +$1.73K | 0.19% | 91 |
|
|
2022
Q4 | $316K | Sell |
5,417
-456
| -8% | -$26.6K | 0.21% | 90 |
|
|
2022
Q3 | $288K | Buy |
5,873
+9
| +0.2% | +$441 | 0.21% | 87 |
|
|
2022
Q2 | $317K | Buy |
5,864
+124
| +2% | +$6.7K | 0.23% | 87 |
|
|
2022
Q1 | $346K | Buy |
5,740
+387
| +7% | +$23.3K | 0.21% | 89 |
|
|
2021
Q4 | $326K | Buy |
+5,353
| New | +$326K | 0.19% | 94 |
|