MML Investors Services’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 | $520K | Sell |
5,788
-823
| -12% | -$73.9K | ﹤0.01% | 2068 |
|
2025
Q1 | $513K | Buy |
6,611
+1,798
| +37% | +$140K | ﹤0.01% | 1970 |
|
2024
Q4 | $397K | Buy |
4,813
+1,341
| +39% | +$111K | ﹤0.01% | 2076 |
|
2024
Q3 | $240K | Buy |
3,472
+377
| +12% | +$26.1K | ﹤0.01% | 2321 |
|
2024
Q2 | $200K | Buy |
3,095
+258
| +9% | +$16.7K | ﹤0.01% | 2350 |
|
2024
Q1 | $204K | Buy |
+2,837
| New | +$204K | ﹤0.01% | 2350 |
|
2018
Q3 | – | Sell |
-9,666
| Closed | -$604K | – | 1626 |
|
2018
Q2 | $604K | Buy |
9,666
+1,267
| +15% | +$79.2K | 0.01% | 760 |
|
2018
Q1 | $629K | Buy |
8,399
+2,676
| +47% | +$200K | 0.01% | 748 |
|
2017
Q4 | $411K | Buy |
+5,723
| New | +$411K | 0.01% | 942 |
|