SouthState Corp’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 | $86.9K | Buy |
967
+37
| +4% | +$3.33K | ﹤0.01% | 438 |
|
|
2025
Q1 | $72.2K | Sell |
930
-23
| -2% | -$1.79K | ﹤0.01% | 475 |
|
|
2024
Q4 | $78.6K | Buy |
953
+23
| +2% | +$1.9K | 0.01% | 330 |
|
|
2024
Q3 | $64.3K | Hold |
930
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $60.2K | Hold |
930
| – | – | ﹤0.01% | 353 |
|
|
2024
Q1 | $66.9K | Hold |
930
| – | – | 0.01% | 350 |
|
|
2023
Q4 | $59.1K | Hold |
930
| – | – | 0.01% | 336 |
|
|
2023
Q3 | $56K | Hold |
930
| – | – | 0.01% | 335 |
|
|
2023
Q2 | $55.4K | Hold |
930
| – | – | 0.01% | 340 |
|
|
2023
Q1 | $53.5K | Sell |
930
-237
| -20% | -$13.6K | ﹤0.01% | 371 |
|
|
2022
Q4 | $68K | Sell |
1,167
-487
| -29% | -$28.4K | 0.01% | 363 |
|
|
2022
Q3 | $81K | Hold |
1,654
| – | – | 0.01% | 336 |
|
|
2022
Q2 | $89K | Hold |
1,654
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $100K | Hold |
1,654
| – | – | 0.01% | 361 |
|
|
2021
Q4 | $101K | Sell |
1,654
-485
| -23% | -$29.6K | 0.01% | 331 |
|
|
2021
Q3 | $127K | Buy |
+2,139
| New | +$127K | 0.01% | 276 |
|
|
2020
Q3 | – | Sell |
-3,639
| Closed | -$200K | – | 345 |
|
|
2020
Q2 | $200K | Sell |
3,639
-1,170
| -24% | -$64.3K | 0.02% | 224 |
|
|
2020
Q1 | $223K | Sell |
4,809
-945
| -16% | -$43.8K | 0.03% | 202 |
|
|
2019
Q4 | $377K | Hold |
5,754
| – | – | 0.04% | 191 |
|
|
2019
Q3 | $341K | Sell |
5,754
-155
| -3% | -$9.19K | 0.04% | 192 |
|
|
2019
Q2 | $331K | Sell |
5,909
-59
| -1% | -$3.31K | 0.04% | 202 |
|
|
2019
Q1 | $312K | Hold |
5,968
| – | – | 0.03% | 226 |
|
|
2018
Q4 | $276K | Sell |
5,968
-240
| -4% | -$11.1K | 0.03% | 222 |
|
|
2018
Q3 | $379K | Sell |
6,208
-189
| -3% | -$11.5K | 0.04% | 206 |
|
|
2018
Q2 | $400K | Sell |
6,397
-272
| -4% | -$17K | 0.05% | 210 |
|
|
2018
Q1 | $500K | Sell |
6,669
-3,944
| -37% | -$296K | 0.06% | 193 |
|
|
2017
Q4 | $762K | Buy |
10,613
+4,013
| +61% | +$288K | 0.08% | 168 |
|
|
2017
Q3 | $403 | Hold |
6,600
| – | – | 0.05% | 189 |
|
|
2017
Q2 | $355K | Hold |
6,600
| – | – | 0.05% | 198 |
|
|
2017
Q1 | $333K | Sell |
6,600
-300
| -4% | -$15.1K | 0.04% | 201 |
|
|
2016
Q4 | $341K | Sell |
6,900
-3,100
| -31% | -$153K | 0.05% | 193 |
|
|
2016
Q3 | $456K | Buy |
+10,000
| New | +$456K | 0.07% | 163 |
|