Orion Portfolio Solutions’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $881K | Sell |
11,353
-2,656
| -19% | -$206K | 0.01% | 1150 |
|
|
2024
Q4 | $1.16M | Buy |
+14,009
| New | +$1.16M | 0.01% | 966 |
|
|
2020
Q3 | – | Sell |
-197
| Closed | -$11K | – | 1759 |
|
|
2020
Q2 | $11K | Buy |
197
+54
| +38% | +$3.02K | ﹤0.01% | 1178 |
|
|
2020
Q1 | $7K | Sell |
143
-13
| -8% | -$636 | ﹤0.01% | 1199 |
|
|
2019
Q4 | $10K | Buy |
+156
| New | +$10K | ﹤0.01% | 1010 |
|