SEI Investments’s Forrester Research FORR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.2K | Buy |
+10,022
| New | +$99.2K | ﹤0.01% | 2686 |
|
|
2025
Q1 | – | Sell |
-23,353
| Closed | -$366K | – | 2786 |
|
|
2024
Q4 | $366K | Sell |
23,353
-7,817
| -25% | -$122K | ﹤0.01% | 2287 |
|
|
2024
Q3 | $561K | Buy |
31,170
+6,050
| +24% | +$109K | ﹤0.01% | 2143 |
|
|
2024
Q2 | $429K | Buy |
+25,120
| New | +$429K | ﹤0.01% | 2212 |
|
|
2023
Q3 | – | Sell |
-8,256
| Closed | -$240K | – | 2642 |
|
|
2023
Q2 | $240K | Sell |
8,256
-17,834
| -68% | -$519K | ﹤0.01% | 2415 |
|
|
2023
Q1 | $844K | Sell |
26,090
-14,128
| -35% | -$457K | ﹤0.01% | 1936 |
|
|
2022
Q4 | $1.44M | Buy |
40,218
+1,639
| +4% | +$58.6K | ﹤0.01% | 1635 |
|
|
2022
Q3 | $1.39M | Buy |
38,579
+8,171
| +27% | +$294K | ﹤0.01% | 1687 |
|
|
2022
Q2 | $1.45M | Buy |
30,408
+13,479
| +80% | +$644K | ﹤0.01% | 1686 |
|
|
2022
Q1 | $950K | Buy |
16,929
+11,712
| +224% | +$657K | ﹤0.01% | 1831 |
|
|
2021
Q4 | $302K | Buy |
+5,217
| New | +$302K | ﹤0.01% | 2328 |
|
|
2019
Q2 | – | Sell |
-2,206
| Closed | -$107K | – | 2521 |
|
|
2019
Q1 | $107K | Buy |
+2,206
| New | +$107K | ﹤0.01% | 2481 |
|
|
2018
Q2 | – | Sell |
-157
| Closed | -$7K | – | 3670 |
|
|
2018
Q1 | $7K | Buy |
+157
| New | +$7K | ﹤0.01% | 2974 |
|
|
2015
Q4 | – | Sell |
-16,291
| Closed | -$512K | – | 2575 |
|
|
2015
Q3 | $512K | Buy |
+16,291
| New | +$512K | ﹤0.01% | 1284 |
|
|
2015
Q1 | – | Sell |
-91
| Closed | -$4K | – | 2283 |
|
|
2014
Q4 | $4K | Buy |
+91
| New | +$4K | ﹤0.01% | 1986 |
|