Petrus Trust Company’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 | – | Sell |
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|
2025
Q1 | $760K | Buy |
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|
2024
Q4 | $784K | Sell |
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|
2024
Q3 | $768K | Buy |
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|
2024
Q2 | $395K | Hold |
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|
2024
Q1 | $439K | Buy |
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|
2023
Q4 | $229K | Hold |
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|
2023
Q3 | $217K | Hold |
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|
2023
Q2 | $215K | Hold |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $255K | Sell |
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|
2021
Q3 | $263K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $322K | Buy |
|