Patten & Patten’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 | $845K | Sell |
9,400
-100
| -1% | -$8.99K | 0.05% | 187 |
|
|
2025
Q1 | $737K | Hold |
9,500
| – | – | 0.05% | 188 |
|
|
2024
Q4 | $784K | Hold |
9,500
| – | – | 0.05% | 187 |
|
|
2024
Q3 | $657K | Hold |
9,500
| – | – | 0.04% | 200 |
|
|
2024
Q2 | $615K | Hold |
9,500
| – | – | 0.04% | 198 |
|
|
2024
Q1 | $683K | Hold |
9,500
| – | – | 0.05% | 196 |
|
|
2023
Q4 | $604K | Hold |
9,500
| – | – | 0.05% | 180 |
|
|
2023
Q3 | $572K | Buy |
+9,500
| New | +$572K | 0.05% | 184 |
|