LPL Financial’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 | $8.9M | Buy |
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|
2025
Q1 | $7.25M | Buy |
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|
2024
Q4 | $7.27M | Buy |
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|
2024
Q3 | $5.44M | Buy |
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|
2024
Q2 | $4.86M | Buy |
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|
2024
Q1 | $4.74M | Sell |
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|
2023
Q4 | $4.55M | Buy |
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|
2023
Q3 | $3.74M | Buy |
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|
2023
Q2 | $2.83M | Buy |
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|
2023
Q1 | $2.51M | Sell |
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|
2022
Q4 | $2.66M | Sell |
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|
2022
Q3 | $2.24M | Sell |
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|
2022
Q2 | $2.54M | Sell |
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|
2022
Q1 | $3.12M | Sell |
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|
2021
Q4 | $3.17M | Buy |
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|
2021
Q3 | $2.99M | Buy |
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|
2021
Q2 | $2.75M | Sell |
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|
2021
Q1 | $3.64M | Sell |
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|
2020
Q4 | $3.7M | Buy |
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|
2020
Q3 | $3.02M | Buy |
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|
2020
Q2 | $3.27M | Buy |
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|
2020
Q1 | $2.57M | Sell |
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|
2019
Q4 | $3.65M | Buy |
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|
2019
Q3 | $3.01M | Sell |
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|
2019
Q2 | $2.96M | Buy |
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|
2019
Q1 | $2.72M | Buy |
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|
2018
Q4 | $1.96M | Buy |
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|
2018
Q3 | $2.49M | Buy |
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|
2018
Q2 | $2.49M | Sell |
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|
2018
Q1 | $3.36M | Buy |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | $1.51M | Buy |
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|
2017
Q2 | $709K | Sell |
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|
2017
Q1 | $1.45M | Buy |
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|
2016
Q4 | $1.43M | Sell |
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|
2016
Q3 | $1.36M | Buy |
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|
2016
Q2 | $816K | Sell |
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|
2016
Q1 | $1.48M | Sell |
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|
2015
Q4 | $1.84M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $1.05M | Buy |
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|
2015
Q1 | $885K | Buy |
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|
2014
Q4 | $687K | Buy |
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