SIA
Schechter Investment Advisors’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.46M | Sell |
18,852
-2,482
| -12% | -$193K | 0.12% | 170 |
|
|
2024
Q4 | $1.76M | Sell |
21,334
-753
| -3% | -$62.1K | 0.13% | 142 |
|
|
2024
Q3 | $1.53M | Sell |
22,087
-504
| -2% | -$34.9K | 0.11% | 174 |
|
|
2024
Q2 | $1.46M | Buy |
22,591
+989
| +5% | +$64K | 0.11% | 177 |
|
|
2024
Q1 | $1.55M | Sell |
21,602
-421
| -2% | -$30.3K | 0.12% | 166 |
|
|
2023
Q4 | $1.4M | Sell |
22,023
-738
| -3% | -$46.9K | 0.12% | 164 |
|
|
2023
Q3 | $1.37M | Buy |
22,761
+978
| +4% | +$58.9K | 0.13% | 161 |
|
|
2023
Q2 | $1.3M | Buy |
21,783
+323
| +2% | +$19.3K | 0.12% | 198 |
|
|
2023
Q1 | $1.24M | Buy |
21,460
+1,302
| +6% | +$74.9K | 0.11% | 208 |
|
|
2022
Q4 | $1.18M | Sell |
20,158
-2,305
| -10% | -$134K | 0.11% | 240 |
|
|
2022
Q3 | $1.1M | Buy |
22,463
+110
| +0.5% | +$5.4K | 0.11% | 244 |
|
|
2022
Q2 | $1.21M | Sell |
22,353
-725
| -3% | -$39.2K | 0.12% | 220 |
|
|
2022
Q1 | $1.39M | Buy |
23,078
+312
| +1% | +$18.8K | 0.13% | 187 |
|
|
2021
Q4 | $1.39M | Buy |
+22,766
| New | +$1.39M | 0.13% | 207 |
|