Merit 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-16,348
| Closed | -$1.06M | – | 934 |
|
|
2024
Q2 | $1.06M | Buy |
16,348
+2,448
| +18% | +$158K | 0.02% | 395 |
|
|
2024
Q1 | $935K | Buy |
13,900
+5,285
| +61% | +$356K | 0.02% | 417 |
|
|
2023
Q4 | $548K | Buy |
8,615
+3,877
| +82% | +$246K | 0.02% | 467 |
|
|
2023
Q3 | $285K | Buy |
+4,738
| New | +$285K | 0.01% | 598 |
|