Schechter Investment Advisors’s SEI Investments SEIC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.46M | Sell |
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|
2024
Q4 | $1.76M | Sell |
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|
2024
Q3 | $1.53M | Sell |
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|
2024
Q2 | $1.46M | Buy |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.37M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.21M | Sell |
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|
2022
Q1 | $1.39M | Buy |
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|
2021
Q4 | $1.39M | Buy |
|