Marshall Financial Group (Maryland)’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 | $1.03M | Buy |
+11,163
| New | +$1.03M | 0.2% | 116 |
|
|
2022
Q4 | – | Sell |
-15,945
| Closed | -$782K | – | 195 |
|
|
2022
Q3 | $782K | Sell |
15,945
-9
| -0.1% | -$441 | 0.33% | 96 |
|
|
2022
Q2 | $862K | Buy |
15,954
+1,071
| +7% | +$57.9K | 0.34% | 90 |
|
|
2022
Q1 | $896K | Buy |
14,883
+66
| +0.4% | +$3.97K | 0.37% | 96 |
|
|
2021
Q4 | $903K | Buy |
14,817
+2,970
| +25% | +$181K | 0.33% | 113 |
|
|
2021
Q3 | $703K | Buy |
11,847
+1,243
| +12% | +$73.8K | 0.36% | 101 |
|
|
2021
Q2 | $657K | Buy |
+10,604
| New | +$657K | 0.35% | 101 |
|