NBT Bank’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 | $275K | Buy |
3,062
+17
| +0.6% | +$1.53K | 0.02% | 334 |
|
|
2025
Q1 | $236K | Buy |
3,045
+19
| +0.6% | +$1.48K | 0.02% | 352 |
|
|
2024
Q4 | $250K | Hold |
3,026
| – | – | 0.02% | 344 |
|
|
2024
Q3 | $209K | Hold |
3,026
| – | – | 0.01% | 374 |
|
|
2024
Q2 | $196K | Buy |
3,026
+21
| +0.7% | +$1.36K | 0.01% | 369 |
|
|
2024
Q1 | $216K | Hold |
3,005
| – | – | 0.02% | 359 |
|
|
2023
Q4 | $191K | Buy |
+3,005
| New | +$191K | 0.02% | 365 |
|