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