Royal Capital Wealth Management’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 | $288K | Buy |
3,201
+1
| +0% | +$90 | 0.19% | 68 |
|
|
2025
Q1 | $248K | Hold |
3,200
| – | – | 0.17% | 74 |
|
|
2024
Q4 | $264K | Sell |
3,200
-800
| -20% | -$66K | 0.19% | 68 |
|
|
2024
Q3 | $277K | Hold |
4,000
| – | – | 0.2% | 67 |
|
|
2024
Q2 | $259K | Sell |
4,000
-200
| -5% | -$12.9K | 0.19% | 69 |
|
|
2024
Q1 | $302K | Hold |
4,200
| – | – | 0.24% | 67 |
|
|
2023
Q4 | $267K | Hold |
4,200
| – | – | 0.23% | 72 |
|
|
2023
Q3 | $253K | Buy |
+4,200
| New | +$253K | 0.24% | 71 |
|