NewEdge Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6K | Buy |
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|
2025
Q1 | $9.67K | Sell |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $212K | Sell |
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|
2024
Q2 | $291K | Buy |
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|
2024
Q1 | $11.6K | Sell |
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|
2023
Q4 | $15.1K | Sell |
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|
2023
Q3 | $29.4K | Buy |
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|
2023
Q2 | $10.8K | Buy |
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|
2023
Q1 | $4.72K | Sell |
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|
2022
Q4 | $63 | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $224 | Buy |
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|
2018
Q1 | $242K | Buy |
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