Montag & Associates’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 | $4.13K | Hold |
46
| – | – | ﹤0.01% | 810 |
|
|
2025
Q1 | $3.57K | Hold |
46
| – | – | ﹤0.01% | 865 |
|
|
2024
Q4 | $3.82K | Hold |
46
| – | – | ﹤0.01% | 857 |
|
|
2024
Q3 | $3.18K | Hold |
46
| – | – | ﹤0.01% | 893 |
|
|
2024
Q2 | $2.98K | Hold |
46
| – | – | ﹤0.01% | 852 |
|
|
2024
Q1 | $3.31K | Hold |
46
| – | – | ﹤0.01% | 842 |
|
|
2023
Q4 | $2.95K | Hold |
46
| – | – | ﹤0.01% | 849 |
|
|
2023
Q3 | $2.77K | Hold |
46
| – | – | ﹤0.01% | 832 |
|
|
2023
Q2 | $2.74K | Sell |
46
-3
| -6% | -$179 | ﹤0.01% | 846 |
|
|
2023
Q1 | $2.82K | Hold |
49
| – | – | ﹤0.01% | 844 |
|
|
2022
Q4 | $2.88K | Buy |
+49
| New | +$2.88K | ﹤0.01% | 855 |
|