Sequoia Financial Advisors’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.24M	Buy	+13,844	New	+$1.24M	0.01%	609
2024 Q1	–	Sell	-3,607	Closed	-$229K	–	1249
2023 Q4	$229K	Buy	+3,607	New	+$229K	﹤0.01%	1039