Mather Group’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 | – | Sell |
-313
| Closed | -$24.3K | – | 1518 |
|
|
2025
Q1 | $24.3K | Hold |
313
| – | – | ﹤0.01% | 1046 |
|
|
2024
Q4 | $25.8K | Hold |
313
| – | – | ﹤0.01% | 1021 |
|
|
2024
Q3 | $21.7K | Sell |
313
-463
| -60% | -$32K | ﹤0.01% | 1049 |
|
|
2024
Q2 | $55.8K | Buy |
776
+500
| +181% | +$36K | ﹤0.01% | 969 |
|
|
2024
Q1 | $17.5K | Buy |
+276
| New | +$17.5K | ﹤0.01% | 1082 |
|