Mendota Financial 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
Q1 | – | Sell |
-632
| Closed | -$52.1K | – | 321 |
|
|
2024
Q4 | $52.1K | Sell |
632
-836
| -57% | -$69K | 0.03% | 157 |
|
|
2024
Q3 | $102K | Hold |
1,468
| – | – | 0.05% | 116 |
|
|
2024
Q2 | $95K | Hold |
1,468
| – | – | 0.05% | 129 |
|
|
2024
Q1 | $106K | Hold |
1,468
| – | – | 0.06% | 123 |
|
|
2023
Q4 | $93.3K | Hold |
1,468
| – | – | 0.07% | 152 |
|
|
2023
Q3 | $88.4K | Hold |
1,468
| – | – | 0.09% | 105 |
|
|
2023
Q2 | $87.5K | Buy |
1,468
+299
| +26% | +$17.8K | 0.1% | 104 |
|
|
2023
Q1 | $70.4K | Sell |
1,169
-299
| -20% | -$18K | 0.07% | 120 |
|
|
2022
Q4 | $85.6K | Buy |
+1,468
| New | +$85.6K | 0.11% | 107 |
|