North Star Investment Management’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 | $15.7K | Buy |
175
+1
| +0.6% | +$90 | ﹤0.01% | 823 |
|
2025
Q1 | $13.5K | Buy |
174
+1
| +0.6% | +$78 | ﹤0.01% | 804 |
|
2024
Q4 | $14.2K | Hold |
173
| – | – | ﹤0.01% | 806 |
|
2024
Q3 | $11.9K | Hold |
173
| – | – | ﹤0.01% | 805 |
|
2024
Q2 | $11.2K | Buy |
173
+2
| +1% | +$129 | ﹤0.01% | 797 |
|
2024
Q1 | $12.3K | Buy |
171
+1
| +0.6% | +$72 | ﹤0.01% | 817 |
|
2023
Q4 | $10.8K | Hold |
170
| – | – | ﹤0.01% | 815 |
|
2023
Q3 | $10.3K | Hold |
170
| – | – | ﹤0.01% | 830 |
|
2023
Q2 | $10.1K | Buy |
170
+1
| +0.6% | +$60 | ﹤0.01% | 849 |
|
2023
Q1 | $9.73K | Buy |
+169
| New | +$9.73K | ﹤0.01% | 873 |
|