SJS Investment Consulting’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.2K | Sell |
147
-179
| -55% | -$16.1K | ﹤0.01% | 318 |
|
|
2025
Q1 | $25.3K | Hold |
326
| – | – | ﹤0.01% | 261 |
|
|
2024
Q4 | $26.9K | Sell |
326
-3
| -0.9% | -$247 | ﹤0.01% | 246 |
|
|
2024
Q3 | $22.8K | Hold |
329
| – | – | ﹤0.01% | 268 |
|
|
2024
Q2 | $21.3K | Buy |
329
+300
| +1,034% | +$19.4K | ﹤0.01% | 260 |
|
|
2024
Q1 | $2.09K | Buy |
29
+3
| +12% | +$216 | ﹤0.01% | 731 |
|
|
2023
Q4 | $1.65K | Sell |
26
-6
| -19% | -$381 | ﹤0.01% | 745 |
|
|
2023
Q3 | $1.93K | Buy |
32
+6
| +23% | +$362 | ﹤0.01% | 653 |
|
|
2023
Q2 | $1.55K | Buy |
26
+1
| +4% | +$60 | ﹤0.01% | 707 |
|
|
2023
Q1 | $1.44K | Sell |
25
-10
| -29% | -$576 | ﹤0.01% | 727 |
|
|
2022
Q4 | $2.04K | Buy |
35
+19
| +119% | +$1.11K | ﹤0.01% | 618 |
|
|
2022
Q3 | $1K | Buy |
+16
| New | +$1K | ﹤0.01% | 892 |
|
|
2022
Q1 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1255 |
|