Nilsine Partners’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
$676K Sell
7,520
-59
-0.8% -$5.3K 0.07% 231
2025
Q1
$588K Sell
7,579
-897
-11% -$69.6K 0.06% 221
2024
Q4
$699K Sell
8,476
-25
-0.3% -$2.06K 0.07% 216
2024
Q3
$588K Sell
8,501
-504
-6% -$34.9K 0.08% 215
2024
Q2
$583K Sell
9,005
-4
-0% -$259 0.08% 218
2024
Q1
$648K Sell
9,009
-2,744
-23% -$197K 0.09% 206
2023
Q4
$747K Sell
11,753
-6,011
-34% -$382K 0.11% 189
2023
Q3
$1.07M Sell
17,764
-2,013
-10% -$121K 0.16% 157
2023
Q2
$1.18M Buy
19,777
+50
+0.3% +$2.98K 0.17% 149
2023
Q1
$1.14M Buy
+19,727
New +$1.14M 0.18% 151