Patton Albertson Miller Group’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $867K | Hold |
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|
2025
Q1 | $749K | Hold |
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|
2024
Q4 | $796K | Hold |
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|
2024
Q3 | $668K | Hold |
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|
2024
Q2 | $624K | Sell |
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|
2024
Q1 | $715K | Hold |
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|
2023
Q4 | $632K | Hold |
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|
2023
Q3 | $599K | Hold |
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|
2023
Q2 | $593K | Sell |
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|
2023
Q1 | $679K | Hold |
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|
2022
Q4 | $688K | Hold |
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|
2022
Q3 | $579K | Hold |
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|
2022
Q2 | $637K | Hold |
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|
2022
Q1 | $710K | Hold |
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|
2021
Q4 | $719K | Hold |
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|
2021
Q3 | $700K | Buy |
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