Private Ocean’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $77.6K | Hold |
1,200
| – | – | 0.01% | 231 |
|
|
2024
Q1 | $86.3K | Hold |
1,200
| – | – | 0.01% | 203 |
|
|
2023
Q4 | $76.3K | Hold |
1,200
| – | – | 0.01% | 218 |
|
|
2023
Q3 | $72.3K | Hold |
1,200
| – | – | 0.01% | 200 |
|
|
2023
Q2 | $71.5K | Hold |
1,200
| – | – | 0.01% | 222 |
|
|
2023
Q1 | $69.1K | Hold |
1,200
| – | – | 0.01% | 198 |
|
|
2022
Q4 | $70K | Hold |
1,200
| – | – | 0.01% | 193 |
|
|
2022
Q3 | $58K | Hold |
1,200
| – | – | 0.01% | 199 |
|
|
2022
Q2 | $64K | Hold |
1,200
| – | – | 0.01% | 190 |
|
|
2022
Q1 | $72K | Hold |
1,200
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $73K | Hold |
1,200
| – | – | 0.01% | 209 |
|
|
2021
Q3 | $71K | Hold |
1,200
| – | – | 0.01% | 210 |
|
|
2021
Q2 | $74K | Buy |
+1,200
| New | +$74K | 0.01% | 197 |
|