Northwestern Mutual Wealth 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 | $92.8K | Sell |
1,033
-15
| -1% | -$1.35K | ﹤0.01% | 2023 |
|
|
2025
Q1 | $81.4K | Sell |
1,048
-16
| -2% | -$1.24K | ﹤0.01% | 2009 |
|
|
2024
Q4 | $87.8K | Sell |
1,064
-67
| -6% | -$5.53K | ﹤0.01% | 1970 |
|
|
2024
Q3 | $78.3K | Sell |
1,131
-66
| -6% | -$4.57K | ﹤0.01% | 1998 |
|
|
2024
Q2 | $77.4K | Buy |
1,197
+168
| +16% | +$10.9K | ﹤0.01% | 1933 |
|
|
2024
Q1 | $74K | Sell |
1,029
-210
| -17% | -$15.1K | ﹤0.01% | 1926 |
|
|
2023
Q4 | $78.7K | Buy |
1,239
+172
| +16% | +$10.9K | ﹤0.01% | 1872 |
|
|
2023
Q3 | $64.3K | Buy |
1,067
+462
| +76% | +$27.8K | ﹤0.01% | 1876 |
|
|
2023
Q2 | $36.1K | Buy |
605
+243
| +67% | +$14.5K | ﹤0.01% | 2110 |
|
|
2023
Q1 | $20.8K | Buy |
362
+115
| +47% | +$6.62K | ﹤0.01% | 2242 |
|
|
2022
Q4 | $14.4K | Buy |
247
+3
| +1% | +$175 | ﹤0.01% | 2369 |
|
|
2022
Q3 | $12K | Sell |
244
-45
| -16% | -$2.21K | ﹤0.01% | 2406 |
|
|
2022
Q2 | $15K | Buy |
289
+29
| +11% | +$1.51K | ﹤0.01% | 2377 |
|
|
2022
Q1 | $15K | Buy |
260
+190
| +271% | +$11K | ﹤0.01% | 2414 |
|
|
2021
Q4 | $4K | Buy |
70
+27
| +63% | +$1.54K | ﹤0.01% | 2854 |
|
|
2021
Q3 | $3K | Buy |
43
+9
| +26% | +$628 | ﹤0.01% | 2793 |
|
|
2021
Q2 | $2K | Hold |
34
| – | – | ﹤0.01% | 2832 |
|
|
2021
Q1 | $2K | Buy |
+34
| New | +$2K | ﹤0.01% | 2628 |
|
|
2020
Q2 | – | Sell |
-40
| Closed | -$2K | – | 2654 |
|
|
2020
Q1 | $2K | Sell |
40
-265
| -87% | -$13.3K | ﹤0.01% | 2284 |
|
|
2019
Q4 | $20K | Buy |
305
+90
| +42% | +$5.9K | ﹤0.01% | 1736 |
|
|
2019
Q3 | $13K | Sell |
215
-294
| -58% | -$17.8K | ﹤0.01% | 1861 |
|
|
2019
Q2 | $29K | Buy |
509
+41
| +9% | +$2.34K | ﹤0.01% | 1588 |
|
|
2019
Q1 | $24K | Sell |
468
-759
| -62% | -$38.9K | ﹤0.01% | 1642 |
|
|
2018
Q4 | $56K | Sell |
1,227
-72
| -6% | -$3.29K | ﹤0.01% | 1205 |
|
|
2018
Q3 | $79K | Hold |
1,299
| – | – | ﹤0.01% | 1130 |
|
|
2018
Q2 | $81K | Buy |
1,299
+2
| +0.2% | +$125 | ﹤0.01% | 1066 |
|
|
2018
Q1 | $97K | Sell |
1,297
-268
| -17% | -$20K | ﹤0.01% | 964 |
|
|
2017
Q4 | $113K | Sell |
1,565
-23
| -1% | -$1.66K | ﹤0.01% | 891 |
|
|
2017
Q3 | $97K | Buy |
1,588
+23
| +1% | +$1.41K | ﹤0.01% | 895 |
|
|
2017
Q2 | $84K | Sell |
1,565
-122
| -7% | -$6.55K | ﹤0.01% | 940 |
|
|
2017
Q1 | $85K | Sell |
1,687
-250
| -13% | -$12.6K | ﹤0.01% | 877 |
|
|
2016
Q4 | $95K | Buy |
+1,937
| New | +$95K | ﹤0.01% | 838 |
|
|
2016
Q3 | – | Sell |
-2,127
| Closed | -$102K | – | 1292 |
|
|
2016
Q2 | $102K | Buy |
2,127
+1,402
| +193% | +$67.2K | ﹤0.01% | 722 |
|
|
2016
Q1 | $31K | Buy |
725
+233
| +47% | +$9.96K | ﹤0.01% | 1043 |
|
|
2015
Q4 | $26K | Buy |
492
+210
| +74% | +$11.1K | ﹤0.01% | 932 |
|
|
2015
Q3 | $14K | Sell |
282
-4,195
| -94% | -$208K | ﹤0.01% | 1023 |
|
|
2015
Q2 | $220K | Buy |
+4,477
| New | +$220K | 0.01% | 445 |
|
|
2015
Q1 | – | Sell |
-814
| Closed | -$33K | – | 1785 |
|
|
2014
Q4 | $33K | Buy |
814
+103
| +14% | +$4.18K | ﹤0.01% | 746 |
|
|
2014
Q3 | $26K | Hold |
711
| – | – | ﹤0.01% | 754 |
|
|
2014
Q2 | $23K | Buy |
711
+167
| +31% | +$5.4K | ﹤0.01% | 743 |
|
|
2014
Q1 | $18K | Buy |
544
+400
| +278% | +$13.2K | ﹤0.01% | 776 |
|
|
2013
Q4 | $5K | Sell |
144
-24
| -14% | -$833 | ﹤0.01% | 1065 |
|
|
2013
Q3 | $5K | Sell |
168
-135
| -45% | -$4.02K | ﹤0.01% | 1018 |
|
|
2013
Q2 | $9K | Buy |
+303
| New | +$9K | ﹤0.01% | 870 |
|