LPL Financial’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.9M | Buy |
99,055
+5,600
| +6% | +$503K | ﹤0.01% | 1829 |
|
|
2025
Q1 | $7.25M | Buy |
93,455
+5,291
| +6% | +$411K | ﹤0.01% | 1841 |
|
|
2024
Q4 | $7.27M | Buy |
88,164
+9,607
| +12% | +$792K | ﹤0.01% | 1774 |
|
|
2024
Q3 | $5.44M | Buy |
78,557
+3,491
| +5% | +$242K | ﹤0.01% | 1923 |
|
|
2024
Q2 | $4.86M | Buy |
75,066
+9,189
| +14% | +$594K | ﹤0.01% | 1869 |
|
|
2024
Q1 | $4.74M | Sell |
65,877
-5,674
| -8% | -$408K | ﹤0.01% | 1823 |
|
|
2023
Q4 | $4.55M | Buy |
71,551
+9,375
| +15% | +$596K | ﹤0.01% | 1736 |
|
|
2023
Q3 | $3.74M | Buy |
62,176
+14,722
| +31% | +$887K | ﹤0.01% | 1767 |
|
|
2023
Q2 | $2.83M | Buy |
47,454
+3,890
| +9% | +$232K | ﹤0.01% | 1961 |
|
|
2023
Q1 | $2.51M | Sell |
43,564
-2,049
| -4% | -$118K | ﹤0.01% | 1959 |
|
|
2022
Q4 | $2.66M | Sell |
45,613
-134
| -0.3% | -$7.81K | ﹤0.01% | 1859 |
|
|
2022
Q3 | $2.24M | Sell |
45,747
-1,233
| -3% | -$60.5K | ﹤0.01% | 1887 |
|
|
2022
Q2 | $2.54M | Sell |
46,980
-4,803
| -9% | -$259K | ﹤0.01% | 1840 |
|
|
2022
Q1 | $3.12M | Sell |
51,783
-287
| -0.6% | -$17.3K | ﹤0.01% | 1718 |
|
|
2021
Q4 | $3.17M | Buy |
52,070
+1,698
| +3% | +$103K | ﹤0.01% | 1734 |
|
|
2021
Q3 | $2.99M | Buy |
50,372
+6,000
| +14% | +$356K | ﹤0.01% | 1745 |
|
|
2021
Q2 | $2.75M | Sell |
44,372
-15,300
| -26% | -$948K | ﹤0.01% | 1737 |
|
|
2021
Q1 | $3.64M | Sell |
59,672
-4,653
| -7% | -$284K | ﹤0.01% | 1435 |
|
|
2020
Q4 | $3.7M | Buy |
64,325
+4,741
| +8% | +$272K | ﹤0.01% | 1281 |
|
|
2020
Q3 | $3.02M | Buy |
59,584
+22
| +0% | +$1.12K | ﹤0.01% | 1223 |
|
|
2020
Q2 | $3.28M | Buy |
59,562
+4,114
| +7% | +$226K | 0.01% | 1081 |
|
|
2020
Q1 | $2.57M | Sell |
55,448
-263
| -0.5% | -$12.2K | 0.01% | 1045 |
|
|
2019
Q4 | $3.65M | Buy |
55,711
+4,957
| +10% | +$325K | 0.01% | 991 |
|
|
2019
Q3 | $3.01M | Sell |
50,754
-2,054
| -4% | -$122K | 0.01% | 1013 |
|
|
2019
Q2 | $2.96M | Buy |
52,808
+803
| +2% | +$45.1K | 0.01% | 1023 |
|
|
2019
Q1 | $2.72M | Buy |
52,005
+9,627
| +23% | +$503K | 0.01% | 1019 |
|
|
2018
Q4 | $1.96M | Buy |
42,378
+1,682
| +4% | +$77.7K | 0.01% | 1084 |
|
|
2018
Q3 | $2.49M | Buy |
40,696
+815
| +2% | +$49.8K | 0.01% | 1033 |
|
|
2018
Q2 | $2.49M | Sell |
39,881
-4,964
| -11% | -$310K | 0.01% | 1001 |
|
|
2018
Q1 | $3.36M | Buy |
44,845
+17,221
| +62% | +$1.29M | 0.01% | 869 |
|
|
2017
Q4 | $1.99M | Buy |
27,624
+2,916
| +12% | +$210K | 0.01% | 1054 |
|
|
2017
Q3 | $1.51M | Buy |
24,708
+11,521
| +87% | +$704K | 0.01% | 1147 |
|
|
2017
Q2 | $709K | Sell |
13,187
-15,796
| -55% | -$849K | ﹤0.01% | 1608 |
|
|
2017
Q1 | $1.45M | Buy |
28,983
+444
| +2% | +$22.1K | 0.01% | 1016 |
|
|
2016
Q4 | $1.43M | Sell |
28,539
-1,930
| -6% | -$97K | 0.01% | 987 |
|
|
2016
Q3 | $1.36M | Buy |
30,469
+13,465
| +79% | +$601K | 0.01% | 983 |
|
|
2016
Q2 | $816K | Sell |
17,004
-17,776
| -51% | -$853K | 0.01% | 1305 |
|
|
2016
Q1 | $1.48M | Sell |
34,780
-940
| -3% | -$39.9K | ﹤0.01% | 1385 |
|
|
2015
Q4 | $1.84M | Buy |
+35,720
| New | +$1.84M | 0.01% | 1229 |
|
|
2015
Q3 | – | Sell |
-21,343
| Closed | -$1.05M | – | 2881 |
|
|
2015
Q2 | $1.05M | Buy |
21,343
+1,286
| +6% | +$63.2K | 0.01% | 1333 |
|
|
2015
Q1 | $885K | Buy |
20,057
+2,895
| +17% | +$128K | ﹤0.01% | 1444 |
|
|
2014
Q4 | $687K | Buy |
+17,162
| New | +$687K | ﹤0.01% | 1564 |
|