LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.9K | Hold |
900
| – | – | ﹤0.01% | 361 |
|
|
2025
Q1 | $65.7K | Hold |
900
| – | – | ﹤0.01% | 366 |
|
|
2024
Q4 | $75.1K | Hold |
900
| – | – | ﹤0.01% | 367 |
|
|
2024
Q3 | $67K | Hold |
900
| – | – | ﹤0.01% | 372 |
|
|
2024
Q2 | $62.8K | Hold |
900
| – | – | ﹤0.01% | 372 |
|
|
2024
Q1 | $60.3K | Hold |
900
| – | – | ﹤0.01% | 378 |
|
|
2023
Q4 | $56.9K | Hold |
900
| – | – | ﹤0.01% | 392 |
|
|
2023
Q3 | $49.8K | Hold |
900
| – | – | ﹤0.01% | 419 |
|
|
2023
Q2 | $53.7K | Hold |
900
| – | – | ﹤0.01% | 418 |
|
|
2023
Q1 | $51.8K | Hold |
900
| – | – | ﹤0.01% | 401 |
|
|
2022
Q4 | $52.5K | Hold |
900
| – | – | ﹤0.01% | 396 |
|
|
2022
Q3 | $44K | Hold |
900
| – | – | ﹤0.01% | 425 |
|
|
2022
Q2 | $49K | Hold |
900
| – | – | ﹤0.01% | 424 |
|
|
2022
Q1 | $54K | Hold |
900
| – | – | ﹤0.01% | 435 |
|
|
2021
Q4 | $55K | Hold |
900
| – | – | ﹤0.01% | 452 |
|
|
2021
Q3 | $53K | Hold |
900
| – | – | ﹤0.01% | 456 |
|
|
2021
Q2 | $56K | Buy |
+900
| New | +$56K | ﹤0.01% | 465 |
|
|
2021
Q1 | – | Sell |
-900
| Closed | -$52K | – | 627 |
|
|
2020
Q4 | $52K | Buy |
+900
| New | +$52K | ﹤0.01% | 423 |
|