Rothschild Investment LLC’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	$3.59K	Buy	40 +20	+100%	+$1.8K	﹤0.01%	1675
2025 Q1	$1.55K	Hold	20	–	–	﹤0.01%	2058
2024 Q4	$1.65K	Hold	20	–	–	﹤0.01%	1922
2024 Q3	$1.38K	Sell	20 -70	-78%	-$4.84K	﹤0.01%	1938
2024 Q2	$5.82K	Buy	+90	New	+$5.82K	﹤0.01%	1182