SEI Investments’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.99M | Buy |
143,758
+62,592
| +77% | +$1.74M | ﹤0.01% | 1363 |
|
|
2025
Q1 | $2.1M | Buy |
81,166
+9,065
| +13% | +$235K | ﹤0.01% | 1617 |
|
|
2024
Q4 | $1.92M | Buy |
72,101
+18,861
| +35% | +$503K | ﹤0.01% | 1690 |
|
|
2024
Q3 | $1.76M | Sell |
53,240
-20,380
| -28% | -$675K | ﹤0.01% | 1739 |
|
|
2024
Q2 | $1.38M | Buy |
+73,620
| New | +$1.38M | ﹤0.01% | 1790 |
|
|
2023
Q2 | – | Sell |
-10,948
| Closed | -$287K | – | 2769 |
|
|
2023
Q1 | $287K | Buy |
10,948
+2,567
| +31% | +$67.2K | ﹤0.01% | 2357 |
|
|
2022
Q4 | $230K | Buy |
+8,381
| New | +$230K | ﹤0.01% | 2299 |
|