NewEdge Advisors’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 | $11.6K | Buy |
129
+4
| +3% | +$359 | ﹤0.01% | 3156 |
|
|
2025
Q1 | $9.67K | Sell |
125
-2,568
| -95% | -$199K | ﹤0.01% | 3115 |
|
|
2024
Q4 | $222K | Sell |
2,693
-366
| -12% | -$30.2K | ﹤0.01% | 2039 |
|
|
2024
Q3 | $212K | Sell |
3,059
-1,447
| -32% | -$100K | ﹤0.01% | 1982 |
|
|
2024
Q2 | $291K | Buy |
4,506
+4,344
| +2,681% | +$281K | ﹤0.01% | 1738 |
|
|
2024
Q1 | $11.6K | Sell |
162
-75
| -32% | -$5.38K | ﹤0.01% | 2823 |
|
|
2023
Q4 | $15.1K | Sell |
237
-251
| -51% | -$16K | ﹤0.01% | 2691 |
|
|
2023
Q3 | $29.4K | Buy |
488
+307
| +170% | +$18.5K | ﹤0.01% | 2263 |
|
|
2023
Q2 | $10.8K | Buy |
181
+99
| +121% | +$5.9K | ﹤0.01% | 2574 |
|
|
2023
Q1 | $4.72K | Sell |
82
-1
| -1% | -$58 | ﹤0.01% | 2797 |
|
|
2022
Q4 | $63 | Buy |
+83
| New | +$63 | ﹤0.01% | 3437 |
|
|
2018
Q3 | – | Sell |
-3,550
| Closed | -$224 | – | 682 |
|
|
2018
Q2 | $224 | Buy |
3,550
+246
| +7% | +$16 | 0.02% | 488 |
|
|
2018
Q1 | $242K | Buy |
+3,304
| New | +$242K | 0.03% | 409 |
|