Principal Securities’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 | $139K | Buy |
1,551
+227
| +17% | +$20.4K | ﹤0.01% | 1393 |
|
|
2025
Q1 | $109K | Hold |
1,324
| – | – | ﹤0.01% | 1399 |
|
|
2024
Q4 | $109K | Buy |
1,324
+155
| +13% | +$12.8K | ﹤0.01% | 1399 |
|
|
2024
Q3 | $80.9K | Buy |
1,169
+96
| +9% | +$6.64K | ﹤0.01% | 1489 |
|
|
2024
Q2 | $69.4K | Buy |
1,073
+26
| +2% | +$1.68K | ﹤0.01% | 1463 |
|
|
2024
Q1 | $75.3K | Buy |
1,047
+8
| +0.8% | +$575 | ﹤0.01% | 1387 |
|
|
2023
Q4 | $66K | Buy |
+1,039
| New | +$66K | ﹤0.01% | 1359 |
|