Painted Porch Advisors’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
$74.3K Sell
827
-64
-7% -$5.75K 0.03% 122
2025
Q1
$69.2K Sell
891
-663
-43% -$51.5K 0.03% 128
2024
Q4
$128K Buy
1,554
+507
+48% +$41.8K 0.06% 92
2024
Q3
$72.4K Hold
1,047
0.04% 130
2024
Q2
$67.7K Buy
+1,047
New +$67.7K 0.04% 117