Spire Wealth Management’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 | $16.9K | Hold |
188
| – | – | ﹤0.01% | 1571 |
|
|
2025
Q1 | $14.6K | Sell |
188
-1
| -0.5% | -$78 | ﹤0.01% | 1716 |
|
|
2024
Q4 | $15.6K | Buy |
189
+1
| +0.5% | +$82 | ﹤0.01% | 1700 |
|
|
2024
Q3 | $13K | Hold |
188
| – | – | ﹤0.01% | 1567 |
|
|
2024
Q2 | $12.2K | Hold |
188
| – | – | ﹤0.01% | 1588 |
|
|
2024
Q1 | $13.5K | Hold |
188
| – | – | ﹤0.01% | 1623 |
|
|
2023
Q4 | $11.9K | Hold |
188
| – | – | ﹤0.01% | 1703 |
|
|
2023
Q3 | $11.3K | Sell |
188
-382
| -67% | -$23K | ﹤0.01% | 1693 |
|
|
2023
Q2 | $34K | Sell |
570
-64
| -10% | -$3.82K | ﹤0.01% | 1366 |
|
|
2023
Q1 | $36.5K | Hold |
634
| – | – | ﹤0.01% | 1343 |
|
|
2022
Q4 | $37K | Hold |
634
| – | – | ﹤0.01% | 1101 |
|
|
2022
Q3 | $31K | Buy |
634
+18
| +3% | +$880 | ﹤0.01% | 1142 |
|
|
2022
Q2 | $33K | Buy |
616
+12
| +2% | +$643 | ﹤0.01% | 1471 |
|
|
2022
Q1 | $36K | Hold |
604
| – | – | ﹤0.01% | 1577 |
|
|
2021
Q4 | $37K | Hold |
604
| – | – | ﹤0.01% | 1865 |
|
|
2021
Q3 | $36K | Hold |
604
| – | – | ﹤0.01% | 1612 |
|
|
2021
Q2 | $37K | Hold |
604
| – | – | ﹤0.01% | 1613 |
|
|
2021
Q1 | $37K | Buy |
+604
| New | +$37K | ﹤0.01% | 1879 |
|