SEI Investments’s Clear Secure YOU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$6.84M Buy
2025
Q2
$3.99M Buy
2025
Q1
$2.1M Buy
2024
Q4
$1.92M Buy
2024
Q3
$1.76M Sell
2024
Q2
$1.38M Buy
2023
Q2
Sell
2023
Q1
$287K Buy
2022
Q4
$230K Buy