Prestige Wealth Management 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 | $9.44K | Hold |
105
| – | – | ﹤0.01% | 446 |
|
|
2025
Q1 | $8.15K | Hold |
105
| – | – | ﹤0.01% | 472 |
|
|
2024
Q4 | $8.71K | Hold |
105
| – | – | ﹤0.01% | 482 |
|
|
2024
Q3 | $7.27K | Hold |
105
| – | – | ﹤0.01% | 515 |
|
|
2024
Q2 | $6.79K | Hold |
105
| – | – | ﹤0.01% | 481 |
|
|
2024
Q1 | $7.55K | Hold |
105
| – | – | ﹤0.01% | 494 |
|
|
2023
Q4 | $6.72K | Hold |
105
| – | – | ﹤0.01% | 529 |
|
|
2023
Q3 | $6.33K | Hold |
105
| – | – | ﹤0.01% | 526 |
|
|
2023
Q2 | $6.26K | Hold |
105
| – | – | ﹤0.01% | 533 |
|
|
2023
Q1 | $6.04K | Hold |
105
| – | – | ﹤0.01% | 525 |
|
|
2022
Q4 | $6.17K | Hold |
105
| – | – | ﹤0.01% | 564 |
|
|
2022
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 569 |
|
|
2022
Q2 | $6K | Hold |
105
| – | – | ﹤0.01% | 548 |
|
|
2022
Q1 | $6K | Hold |
105
| – | – | ﹤0.01% | 575 |
|
|
2021
Q4 | $6K | Sell |
105
-6
| -5% | -$343 | ﹤0.01% | 602 |
|
|
2021
Q3 | $7K | Hold |
111
| – | – | ﹤0.01% | 569 |
|
|
2021
Q2 | $7K | Hold |
111
| – | – | ﹤0.01% | 566 |
|
|
2021
Q1 | $7K | Hold |
111
| – | – | ﹤0.01% | 560 |
|
|
2020
Q4 | $6K | Buy |
111
+6
| +6% | +$324 | ﹤0.01% | 552 |
|
|
2020
Q3 | $5K | Hold |
105
| – | – | ﹤0.01% | 546 |
|
|
2020
Q2 | $6K | Hold |
105
| – | – | ﹤0.01% | 505 |
|
|
2020
Q1 | $5K | Buy |
+105
| New | +$5K | ﹤0.01% | 495 |
|
|
2019
Q1 | – | Sell |
-90
| Closed | -$4K | – | 1014 |
|
|
2018
Q4 | $4K | Buy |
+90
| New | +$4K | ﹤0.01% | 666 |
|