SJS Investment Consulting’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$54.5K	Buy	694 +496	+251%	+$40.8K	0.01%	355
2025 Q4	$16.2K	Sell	198 -159	-45%	-$13.1K	﹤0.01%	683
2025 Q3	$30.3K	Buy	357 +210	+143%	+$18.7K	﹤0.01%	456
2025 Q2	$13.2K	Sell	147 -179	-55%	-$14.4K	﹤0.01%	318
2025 Q1	$25.3K	Hold	326	–	–	﹤0.01%	261
2024 Q4	$26.9K	Sell	326 -3	-0.9%	-$235	﹤0.01%	246
2024 Q3	$22.8K	Hold	329	–	–	﹤0.01%	268
2024 Q2	$21.3K	Buy	329 +300	+1,034%	+$20.2K	﹤0.01%	260
2024 Q1	$2.09K	Buy	29 +3	+12%	+$199	﹤0.01%	731
2023 Q4	$1.65K	Sell	26 -6	-19%	-$350	﹤0.01%	745
2023 Q3	$1.93K	Buy	32 +6	+23%	+$369	﹤0.01%	653
2023 Q2	$1.55K	Buy	26 +1	+4%	+$58	﹤0.01%	707
2023 Q1	$1.44K	Sell	25 -10	-29%	-$600	﹤0.01%	727
2022 Q4	$2.04K	Buy	35 +19	+119%	+$1.07K	﹤0.01%	618
2022 Q3	$1K	Buy	+16	New	+$874	﹤0.01%	892
2022 Q1	$0	Buy	+5	New	+$297	﹤0.01%	1257