Sandy Spring Bank’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-256
| Closed | -$18.4K | – | 1329 |
|
|
2024
Q1 | $18.4K | Buy |
+256
| New | +$18.4K | ﹤0.01% | 756 |
|
|
2022
Q2 | – | Sell |
-410
| Closed | -$25K | – | 1171 |
|
|
2022
Q1 | $25K | Hold |
410
| – | – | ﹤0.01% | 664 |
|
|
2021
Q4 | $25K | Hold |
410
| – | – | ﹤0.01% | 715 |
|
|
2021
Q3 | $24K | Buy |
410
+90
| +28% | +$5.27K | ﹤0.01% | 727 |
|
|
2021
Q2 | $20K | Hold |
320
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $19K | Buy |
+320
| New | +$19K | ﹤0.01% | 690 |
|
|
2020
Q2 | – | Sell |
-31
| Closed | -$1K | – | 950 |
|
|
2020
Q1 | $1K | Buy |
+31
| New | +$1K | ﹤0.01% | 877 |
|
|
2016
Q1 | – | Sell |
-558
| Closed | -$29K | – | 967 |
|
|
2015
Q4 | $29K | Buy |
+558
| New | +$29K | ﹤0.01% | 503 |
|