Sachetta’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 | $129K | Buy |
1,431
+9
| +0.6% | +$809 | 0.05% | 170 |
|
|
2025
Q1 | $110K | Buy |
1,422
+8
| +0.6% | +$621 | 0.05% | 186 |
|
|
2024
Q4 | $117K | Hold |
1,414
| – | – | 0.05% | 184 |
|
|
2024
Q3 | $97.8K | Hold |
1,414
| – | – | 0.04% | 204 |
|
|
2024
Q2 | $95.7K | Buy |
1,414
+14
| +1% | +$947 | 0.04% | 194 |
|
|
2024
Q1 | $89K | Hold |
1,400
| – | – | 0.04% | 197 |
|
|
2023
Q4 | $89K | Buy |
+1,400
| New | +$89K | 0.04% | 197 |
|