NBC Securities’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 | $808K | Buy |
8,999
+9
| +0.1% | +$808 | 0.07% | 329 |
|
|
2025
Q1 | $697K | Buy |
8,990
+8,982
| +112,275% | +$696K | 0.06% | 337 |
|
|
2024
Q4 | $734 | Sell |
8
-8,911
| -100% | -$818K | 0.07% | 320 |
|
|
2024
Q3 | $617K | Sell |
8,919
-193
| -2% | -$13.4K | 0.05% | 396 |
|
|
2024
Q2 | $589K | Sell |
9,112
-109
| -1% | -$7.05K | 0.05% | 378 |
|
|
2024
Q1 | $662K | Sell |
9,221
-28
| -0.3% | -$2.01K | 0.06% | 357 |
|
|
2023
Q4 | $587K | Sell |
9,249
-6
| -0.1% | -$381 | 0.06% | 360 |
|
|
2023
Q3 | $557K | Buy |
+9,255
| New | +$557K | 0.06% | 346 |
|