Portside Wealth 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 | $714K | Buy |
7,943
+1,514
| +24% | +$136K | 0.11% | 199 |
|
|
2025
Q1 | $499K | Buy |
6,429
+1,003
| +18% | +$77.9K | 0.08% | 225 |
|
|
2024
Q4 | $448K | Buy |
5,426
+694
| +15% | +$57.2K | 0.07% | 246 |
|
|
2024
Q3 | $327K | Buy |
4,732
+438
| +10% | +$30.3K | 0.06% | 294 |
|
|
2024
Q2 | $278K | Buy |
4,294
+216
| +5% | +$14K | 0.05% | 287 |
|
|
2024
Q1 | $293K | Buy |
4,078
+255
| +7% | +$18.3K | 0.05% | 279 |
|
|
2023
Q4 | $243K | Buy |
3,823
+276
| +8% | +$17.5K | 0.05% | 305 |
|
|
2023
Q3 | $212K | Buy |
+3,547
| New | +$212K | 0.04% | 312 |
|