Smartleaf Asset Management’s SEI Investments SEIC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3K | Sell |
216
-254
| -54% | -$22.7K | ﹤0.01% | 1570 |
|
|
2025
Q1 | $36.2K | Buy |
470
+31
| +7% | +$2.39K | ﹤0.01% | 1314 |
|
|
2024
Q4 | $36.3K | Buy |
439
+61
| +16% | +$5.04K | ﹤0.01% | 1331 |
|
|
2024
Q3 | $26.2K | Buy |
378
+203
| +116% | +$14.1K | ﹤0.01% | 1196 |
|
|
2024
Q2 | $11.3K | Buy |
175
+3
| +2% | +$193 | ﹤0.01% | 1343 |
|
|
2024
Q1 | $12.4K | Buy |
172
+154
| +856% | +$11.1K | ﹤0.01% | 964 |
|
|
2023
Q4 | $1.15K | Buy |
+18
| New | +$1.15K | ﹤0.01% | 1028 |
|