Marshall Financial Group (Maryland)’s SEI Investments SEIC Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio SEIC Stock Details SEIC Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$993K	Buy
2025 Q2	$1.03M	Buy
2022 Q4	–	Sell
2022 Q3	$782K	Sell
2022 Q2	$862K	Buy
2022 Q1	$896K	Buy
2021 Q4	$903K	Buy
2021 Q3	$703K	Buy
2021 Q2	$657K	Buy