SEI Investments’s Financial Institutions FISI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Buy |
14,838
+91
| +0.6% | +$2.34K | ﹤0.01% | 2301 |
|
|
2025
Q1 | $368K | Buy |
14,747
+4,800
| +48% | +$120K | ﹤0.01% | 2261 |
|
|
2024
Q4 | $271K | Sell |
9,947
-2,373
| -19% | -$64.8K | ﹤0.01% | 2391 |
|
|
2024
Q3 | $314K | Buy |
+12,320
| New | +$314K | ﹤0.01% | 2342 |
|
|
2023
Q2 | – | Sell |
-19,634
| Closed | -$379K | – | 2698 |
|
|
2023
Q1 | $379K | Buy |
19,634
+1,940
| +11% | +$37.4K | ﹤0.01% | 2243 |
|
|
2022
Q4 | $431K | Sell |
17,694
-1,162
| -6% | -$28.3K | ﹤0.01% | 2073 |
|
|
2022
Q3 | $454K | Buy |
18,856
+8,022
| +74% | +$193K | ﹤0.01% | 2131 |
|
|
2022
Q2 | $282K | Sell |
10,834
-9,013
| -45% | -$235K | ﹤0.01% | 2346 |
|
|
2022
Q1 | $598K | Buy |
19,847
+12,527
| +171% | +$377K | ﹤0.01% | 2009 |
|
|
2021
Q4 | $232K | Sell |
7,320
-16,372
| -69% | -$519K | ﹤0.01% | 2424 |
|
|
2021
Q3 | $725K | Sell |
23,692
-3,010
| -11% | -$92.1K | ﹤0.01% | 1902 |
|
|
2021
Q2 | $800K | Buy |
26,702
+647
| +2% | +$19.4K | ﹤0.01% | 1901 |
|
|
2021
Q1 | $659K | Sell |
26,055
-3,700
| -12% | -$93.6K | ﹤0.01% | 1914 |
|
|
2020
Q4 | $669K | Buy |
29,755
+15,912
| +115% | +$358K | ﹤0.01% | 1854 |
|
|
2020
Q3 | $213K | Buy |
13,843
+1,876
| +16% | +$28.9K | ﹤0.01% | 2221 |
|
|
2020
Q2 | $223K | Sell |
11,967
-2,381
| -17% | -$44.4K | ﹤0.01% | 2198 |
|
|
2020
Q1 | $260K | Buy |
14,348
+127
| +0.9% | +$2.3K | ﹤0.01% | 2003 |
|
|
2019
Q4 | $457K | Sell |
14,221
-4,640
| -25% | -$149K | ﹤0.01% | 1972 |
|
|
2019
Q3 | $570K | Buy |
18,861
+2,744
| +17% | +$82.9K | ﹤0.01% | 1822 |
|
|
2019
Q2 | $470K | Buy |
16,117
+1,777
| +12% | +$51.8K | ﹤0.01% | 1902 |
|
|
2019
Q1 | $390K | Buy |
+14,340
| New | +$390K | ﹤0.01% | 2016 |
|
|
2018
Q4 | – | Sell |
-2,609
| Closed | -$74K | – | 2647 |
|
|
2018
Q3 | $74K | Sell |
2,609
-587
| -18% | -$16.6K | ﹤0.01% | 2144 |
|
|
2018
Q2 | $105K | Buy |
3,196
+914
| +40% | +$30K | ﹤0.01% | 2262 |
|
|
2018
Q1 | $68K | Buy |
2,282
+993
| +77% | +$29.6K | ﹤0.01% | 2253 |
|
|
2017
Q4 | $40K | Buy |
1,289
+81
| +7% | +$2.51K | ﹤0.01% | 2423 |
|
|
2017
Q3 | $35K | Buy |
1,208
+389
| +47% | +$11.3K | ﹤0.01% | 2356 |
|
|
2017
Q2 | $25K | Buy |
819
+569
| +228% | +$17.4K | ﹤0.01% | 2394 |
|
|
2017
Q1 | $9K | Buy |
+250
| New | +$9K | ﹤0.01% | 2475 |
|