Patton Albertson Miller Group’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 | $867K | Hold |
9,650
| – | – | 0.11% | 126 |
|
|
2025
Q1 | $749K | Hold |
9,650
| – | – | 0.11% | 129 |
|
|
2024
Q4 | $796K | Hold |
9,650
| – | – | 0.11% | 126 |
|
|
2024
Q3 | $668K | Hold |
9,650
| – | – | 0.09% | 135 |
|
|
2024
Q2 | $624K | Sell |
9,650
-300
| -3% | -$19.4K | 0.09% | 133 |
|
|
2024
Q1 | $715K | Hold |
9,950
| – | – | 0.11% | 124 |
|
|
2023
Q4 | $632K | Hold |
9,950
| – | – | 0.11% | 135 |
|
|
2023
Q3 | $599K | Hold |
9,950
| – | – | 0.12% | 136 |
|
|
2023
Q2 | $593K | Sell |
9,950
-1,850
| -16% | -$110K | 0.11% | 139 |
|
|
2023
Q1 | $679K | Hold |
11,800
| – | – | 0.12% | 140 |
|
|
2022
Q4 | $688K | Hold |
11,800
| – | – | 0.13% | 140 |
|
|
2022
Q3 | $579K | Hold |
11,800
| – | – | 0.12% | 143 |
|
|
2022
Q2 | $637K | Hold |
11,800
| – | – | 0.13% | 144 |
|
|
2022
Q1 | $710K | Hold |
11,800
| – | – | 0.12% | 155 |
|
|
2021
Q4 | $719K | Hold |
11,800
| – | – | 0.12% | 152 |
|
|
2021
Q3 | $700K | Buy |
+11,800
| New | +$700K | 0.13% | 151 |
|