Prana Capital Management’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$36.4M	Sell	464,241 -186,925	-29%	-$15.4M	1.12%	23
2025 Q4	$53.4M	Sell	651,166 -60,145	-8%	-$4.94M	1.94%	18
2025 Q3	$60.4M	Buy	711,311 +269,023	+61%	+$23.9M	2.01%	18
2025 Q2	$39.7M	Buy	442,288 +58,327	+15%	+$4.7M	1.44%	21
2025 Q1	$29.8M	Buy	383,961 +84,948	+28%	+$6.83M	1.21%	25
2024 Q4	$24.7M	Buy	299,013 +102,197	+52%	+$8.02M	1.18%	25
2024 Q3	$13.6M	Buy	196,816 +19,289	+11%	+$1.29M	0.62%	39
2024 Q2	$11.5M	Buy	177,527 +10,036	+6%	+$675K	0.55%	46
2024 Q1	$12M	Buy	167,491 +64,579	+63%	+$4.29M	0.54%	47
2023 Q4	$6.54M	Buy	102,912 +39,809	+63%	+$2.32M	0.39%	56
2023 Q3	$3.8M	Buy	+63,103	New	+$3.88M	0.25%	67
2022 Q2	–	Sell	-23,000	Closed	-$1.39M	–	109
2022 Q1	$1.39M	Buy	+23,000	New	+$1.37M	0.11%	61
2021 Q4	–	Sell	-157,717	Closed	-$9.35M	–	97
2021 Q3	$9.35M	Sell	157,717 -176,301	-53%	-$10.8M	0.82%	38
2021 Q2	$20.7M	Buy	334,018 +71,139	+27%	+$4.43M	1.41%	23
2021 Q1	$16M	Buy	262,879 +225,297	+599%	+$13.2M	1.31%	26
2020 Q4	$2.16M	Buy	+37,582	New	+$2.05M	0.28%	46
2020 Q3	–	Sell	-81,440	Closed	-$4.48M	–	65
2020 Q2	$4.48M	Sell	81,440 -101,937	-56%	-$5.33M	0.61%	39
2020 Q1	$8.5M	Buy	183,377 +61,602	+51%	+$3.66M	2.47%	16
2019 Q4	$7.97M	Buy	+121,775	New	+$7.57M	1.17%	25
2019 Q2	–	Sell	-76,225	Closed	-$3.98M	–	66
2019 Q1	$3.98M	Buy	+76,225	New	+$3.82M	0.61%	39
2018 Q4	–	Sell	-166,800	Closed	-$10.2M	–	52
2018 Q3	$10.2M	Sell	166,800 -165,387	-50%	-$10.3M	2.21%	18
2018 Q2	$20.8M	Buy	+332,187	New	+$22.1M	5.54%	5
2018 Q1	–	Sell	-22,705	Closed	-$1.63M	–	52
2017 Q4	$1.63M	Buy	+22,705	New	+$1.52M	0.56%	31