Patten & Patten’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $738K | Hold |
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|
2025
Q4 | $771K | Hold |
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|
2025
Q3 | $798K | Hold |
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|
2025
Q2 | $845K | Sell |
|
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|
2025
Q1 | $737K | Hold |
|
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|
2024
Q4 | $784K | Hold |
|
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|
2024
Q3 | $657K | Hold |
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|
2024
Q2 | $615K | Hold |
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|
2024
Q1 | $683K | Hold |
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|
2023
Q4 | $604K | Hold |
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|
2023
Q3 | $572K | Buy |
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