Rise Advisors’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-226	Closed	-$18.6K	–	1562
2024 Q4	$18.6K	Hold	226	–	–	0.01%	710
2024 Q3	$15.6K	Hold	226	–	–	0.01%	848
2024 Q2	$14.6K	Buy	226 +2	+0.9%	+$129	0.01%	842
2024 Q1	$16.1K	Buy	+224	New	+$16.1K	0.01%	815