Procyon Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $533K | Sell |
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|
2025
Q2 | $609K | Sell |
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|
2025
Q1 | $2.98M | Buy |
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|
2024
Q4 | $2.94M | Buy |
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|
2024
Q3 | $2.45M | Buy |
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|
2024
Q2 | $2.2M | Buy |
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|
2024
Q1 | $2.29M | Buy |
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|
2023
Q4 | $1.86M | Buy |
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|
2023
Q3 | $1.76M | Buy |
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|
2023
Q2 | $914K | Buy |
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|
2023
Q1 | $382K | Sell |
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|
2022
Q4 | $388K | Buy |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $375K | Hold |
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|
2021
Q3 | $365K | Hold |
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|
2021
Q2 | $382K | Buy |
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|
2021
Q1 | $311K | Hold |
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|
2020
Q4 | $293K | Hold |
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|
2020
Q3 | $259K | Hold |
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|
2020
Q2 | $281K | Sell |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $316K | Buy |
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